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.
Highlights • The bull market experienced the 35th irrational inversion of the VIX curve this week as equity investors’ concerns escalated • This pullback pulled stocks a little below their…Read More
The Case-Shiller 20-City House Price Index rose less than expected in April, up 0.2% m/m vs. an estimate of 0.40%.Read More
Highlights • The pendulum may be beginning to swing from debt-fueled buybacks to debt-fueled M&ARead More