Slide deck for today’s webcast at 2pm EDT
There will be a conference call TODAY, May 15th at 2pm EDT for Gold level subscribers.
Read MoreThere will be a conference call TODAY, May 15th at 2pm EDT for Gold level subscribers.
Read MoreThere has been an incredible ramp in corporate credit new issuance since the Fed announcement that it was going to buy corporate bond ETFs. The Secondary Market Corporate Credit Facility…
Read MoreThe headlines this morning are very interesting to me, and it reinforces how important the Fed decision was to buy corporate debt on 04/09. This morning the futures are slightly…
Read MoreA Bloomberg article over the weekend stated, “if you take a gander at the chart of the S&P 500 (SPX) it sure looks like traders expect the coronavirus crisis to…
Read MoreThe recent rise in the 10-year U.S. Treasury (UST) yield coupled with a combination of three factors could cause near-term upward pressure on the long-end of the UST yield curve:
Read MoreApril was as historic as March with the S&P 500 (SPX) up 12% following the epic crash in March. The action came despite horrific economic and EPS news, showing how…
Read MoreUntil this week, the market’s historic upside has been led by the more defensive sectors and the mega-cap stocks. In Troops chasing generals early this week, we highlighted that a…
Read MoreWe have talked a lot about the epic battle between monetary and fiscal stimulus vs. economic and EPS weakness, and right now the stimulus is winning. The announcement last evening…
Read MoreThe sideways action in the market since the April 9 Fed decision to add $2T in monetary stimulus really highlights how tough it is to come up with a conviction…
Read MoreThere will be a conference call TODAY, April 23rd at 2pm ET for Gold level subscribers.
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