Macro

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.

Sentiment + Fed = upside

The S&P 500 (SPX) is just a few percent below an all-time high, yet it has felt like we are drowning in the negative news backdrop and geopolitical drama.…

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Time to react

Sometimes it is better to react to market conditions rather than try to anticipate the next move. We believe the market has been in tactical no-man’s land following the…

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Nearing point to get more offensive

In our view, the market is still in the corrective process that should set the stage for the next intermediate-term leg higher as the Fed gets more aggressive in…

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