Interest expense and excess liquidity update
In our December Macro Slide Deck, we added a new slide that looks at the Government Debt and the cost of servicing it. Since we can remember, Federal Reserve…
Read More2021 outlook summary (reposting for silver subscribers)
We wanted to offer an abbreviated summary of our December Macro Slide Deck and 2021 outlook from last week:
Read More2021 outlook summary
We wanted to offer an abbreviated summary of our December Macro Slide Deck and 2021 outlook from last week:
Read MoreMacro headlines this morning
These are the topics catching investor attention this morning with links to their sources...
Read MoreDecember Macro Slide Deck
Our positive outlook for 2021 is centered on the combination of historic excess liquidity coupled with a synchronized global recovery as we move past a likely early-year Covid-19-related stall. We…
Read MoreTaking a breather at high elevation
There continues to be mounting evidence of a market that is likely to see a better buying opportunity in the weeks/months ahead.
Read MoreEnd of week view – New Video!
The market is following the history we highlighted earlier this week....
Read MoreAdditional color on Monthly Payrolls
In addition to our earlier post on the Monthly Payroll Employment Report, one of my favorite economists – Chris Low at FHN Financial – had a good set of summary…
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