DwyerStrategy June Macro Slide Deck
Heading into last Friday’s May Payroll report, eight of the 11 sectors were down more than 2% year to date (YTD), and the top eight performing stocks represented the…
Read MoreHeading into last Friday’s May Payroll report, eight of the 11 sectors were down more than 2% year to date (YTD), and the top eight performing stocks represented the…
Read MoreIn this short video, we further discuss Sometimes feelings aren’t facts, and look at the historical U.S. Treasury Yield Curve Inversion lead time to recession. In short – it…
Read MoreAt this point, everyone is aware of the high concentration of the biggest cap stocks in the market and the extreme divergence between their year-to-date (YTD) performance vs. everything…
Read MoreIn this short video we suggest the volatility in the market may be beyond the debt ceiling debate, and may have to do with the “soft landing” scenario.
Read MoreThis acronym stands for Frustrated, Insecure, Neurotic, and Emotional. Doesn't that seem like the current market sentiment?
Read MoreIn this short video from our 2nd Annual CG Global Metals and Mining Conference, we address the recent volatility despite less worrisome inflation readings and likely Fed pause.
Read MoreThe market appears to be holding up very well given the combination of the fastest Fed rate hike cycle in history and increasing expectations of a recession.
Read MoreYesterday’s FOMC decision to raise its benchmark interest rates by 25 basis points and the press conference were largely in line with expectations.
Read MoreOn the surface, this has been a terrific year for equities, and the year-to-date 8.59% ramp in the S&P 500 (SPX) must be telling us something good about the…
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