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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.

January Macro Slide Deck

Posted on Jan 9, 2023 | 10:31 am in Macro Analysis & Slide Decks

The sharp rise in risk assets and drop in U.S. Treasury yields following the Payroll Employment Report and surprise contraction in the ISM Services Index on Friday suggest investors…

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Video – Mixed data but same view

Posted on Jan 6, 2023 | 1:29 pm in Macro Analysis & Slide Decks

In this short video we discuss today’s mixed economic data and what it means to our underlying thesis using a few charts…

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Initial reaction to Payroll report

Posted on Jan 6, 2023 | 9:40 am in Macro Analysis & Slide Decks, Market Musings & Economic Commentary

Today’s Jobs report from the Bureau of Labor Statistics was a mixed bag with:

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Giving the market gods a chuckle

Posted on Jan 3, 2023 | 7:39 am in Macro Analysis & Slide Decks

If you want to make the market gods laugh – tell them your plan.

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Slides for 1pm call

Posted on Dec 22, 2022 | 12:47 pm in Macro Analysis & Slide Decks

Slides for Gold subscriber conference call at 1pm today. 

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Video – Our fundamental view in 5 charts

Posted on Dec 15, 2022 | 3:38 pm in Macro Analysis & Slide Decks

In this short video we break down our fundamental view with 5 charts...

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Quick update before Fed meeting

Posted on Dec 14, 2022 | 11:13 am in Macro Analysis & Slide Decks

I have been quiet lately because frankly there isn’t a lot new to say:

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Video – Temporary sweet spot and soft landing vs. recession

Posted on Dec 12, 2022 | 2:43 pm in Macro Analysis & Slide Decks

In this short video we review why we believe the market has been in the “temporary sweet spot,” and why 3 indicators suggest it would be historically unique to…

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December Macro Slide Deck- 2023 Outlook

Posted on Dec 5, 2022 | 8:06 am in Macro Analysis & Slide Decks

2023 Outlook is all about a recession.

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A market discussion with Tony and our London based Chief Investment Officer  

Posted on Dec 1, 2022 | 4:20 pm in Macro Analysis & Slide Decks

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    Mar 24, 2023 | 1:03 pm
    We recently qualified the SPX bounce potential (and what happens after) based on recent severe weakness in the BKX
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    Mar 20, 2023 | 11:13 am
  • Conference Call Information

    Replay Available for March Gold Conference Call
    Mar 7, 2023 | 5:28 pm
    Gold Level Conference Call Today: March 7th 2:00 pm ET
    Mar 7, 2023 | 6:07 am
    Gold Level Conference Call Tomorrow: March 7th 2:00 pm ET
    Mar 6, 2023 | 8:23 am
  • Media Coverage

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    Mar 16, 2023 | 4:35 pm
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    Feb 1, 2023 | 10:36 am

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