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Macro Analysis & Slide Decks

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.

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Macro Analysis & Slide Decks

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.

A deeper dive in NAAIM

Posted on Feb 4, 2021 | 1:06 pm in Macro Analysis & Slide Decks

We wanted to update the current sentiment given recent volatility

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EPS outlook and valuation thought

Posted on Feb 2, 2021 | 1:07 pm in Macro Analysis & Slide Decks

With the recent market volatility, the Q4/20 EPS reporting season has taken a back seat in the news despite it being a big week for earnings with 112 companies…

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Digging deeper

Posted on Feb 1, 2021 | 1:01 pm in Macro Analysis & Slide Decks

Today we wanted to look at the makeup of the bounce and our current view of the macro and market environment.

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A little air coming out…New Video!

Posted on Jan 29, 2021 | 12:14 pm in Macro Analysis & Slide Decks

Digging a little deeper into a key indicator.

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Steady as she goes…

Posted on Jan 28, 2021 | 8:21 am in Macro Analysis & Slide Decks

May see early stabilization but indicators not quite there yet.

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A sneaky market message

Posted on Jan 26, 2021 | 12:38 pm in Macro Analysis & Slide Decks

Over the past month the bullish narrative has surrounded the global growth reflation trade – just as those areas of the market have stalled, especially relative to the S&P…

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Credit post discussion – New Video!

Posted on Jan 21, 2021 | 2:32 pm in Macro Analysis & Slide Decks

Walking you through today's macro post...

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Credit reinforces our gameplan

Posted on Jan 21, 2021 | 11:08 am in Macro Analysis & Slide Decks

Significant and sustainable periods of weakness in the economy and markets typically come from a corporate need for money to fund growth, but with limited or no access to…

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Real liquidity and tactical update

Posted on Jan 19, 2021 | 12:53 pm in Macro Analysis & Slide Decks

The real liquidity keeps us invested…We measure real liquidity as the money supply plus equity and bond mutual funds and ETFs vs. Industrial Production growth rates. This measure looks…

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Talking you through Posts – New Video!

Posted on Jan 15, 2021 | 10:35 am in Macro Analysis & Slide Decks

We are going to start creating videos to walk you through our thought process on written Macro material when appropriate.  We hope you like this new service.

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