Macro & Economic

Tony is best known for the practical application of macro data.  He will use his 30 years of experience to evaluate what data matters and how you can apply it to your investment process.

Post whoosh pop and drop

The S&P 500 (SPX) has dropped 6.28% over the past two sessions alone (Figure 1). This was the first 6% decline over a two-day period since the 6.13% drop in…

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Weekly credit indicators update

Our weekly check of credit reinforces our view that any correction should be bought.  Remember, recessions happen when companies need money and don’t have access to it or can’t afford…

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