Airspeed slowing but not yet stalled
The S&P 500 (SPX) saw a lot of volatility last week without much progress. The closely watched large-cap index ended the week down just 0.1% from the prior week,…
Read MoreThe S&P 500 (SPX) saw a lot of volatility last week without much progress. The closely watched large-cap index ended the week down just 0.1% from the prior week,…
Read MoreThe large cap Index has been diverging from the Nasdaq and Russell 2000
Read MoreIn Power-on Stall last week, we suggested taking some profits given the overbought tactical condition and high level of investor/CFO optimism. In that note we highlighted that in aviation…
Read MoreIn this short video we update our call from early March. Now is likely not the time to be chasing Russell 1000 Growth vs. Value.
Read MoreWe wanted to highlight the key reasons behind our market downgrade today...
Read MoreWhen I was learning how to fly a single-engine piston plane (Cessna 172), one of the lessons was how to react to a “power-on stall.” In this maneuver, the…
Read MoreIn this short video we look at the relationship between the 10-year U.S. Treasury Yield stall and the relative performance of the cyclicals...
Read MoreThe economic recovery fueled by excess liquidity and driven forward by increased vaccinations has begun to accelerate, judging from the most recent manufacturing and payroll data.
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