Early Tuesday look and comment on Tech position
Good morning everyone. As an fyi, I will be on Bloomberg TV this morning from 9-9:45 am to discuss the macro and market backdrop. The rally in Tech has…
Read MoreFebruary DwyerStrategy Call – Dial in info
Please join us for our monthly conference call Thursday Feb. 13th, at 2 p.m. Eastern, which is exclusive for Gold Members. Tony will be discussing the fundamental and tactical backdrop…
Read MoreTalking our view on CNBC’s Fast Money tonight
My trusty right hand, Mike Welch, is on vacation this week – who the heck is in charge here anyway? I mean he had a vacation a few years ago…
Read MoreMonday morning look
The market looks mixed this morning on confusion over what to do with the market given the Coronavirus. The shutdown of economic activity in China appears to be continuing, but…
Read MoreMonday tactical indicator update
Our key tactical indicators continue to reinforce neutral view. The recent volatility has caused our more sensitive indicators to jump back toward their recent optimistic levels, except for the II…
Read MoreQ4 EPS update
We are now more than halfway through Q4/19 earnings season with 64% of S&P 500 (SPX) companies having reported.
Read MoreEconomic: U.S. employers added 225k jobs in January
It was a strong payroll report to kick off 2020.
Read MoreWhat does market and sector neutral mean?
We have had a few questions come in about what it means to be market and sector neutral vs. “not chasing” the market. Institutionally, market and sector neutral means…
Read MoreWhat coronavirus?
That didn’t take long. The Dow Jones Industrial Avg., S&P 500 Index (SPX) and Nasdaq Comp. have erased all of the declines they suffered since news of the Wuhan coronavirus…
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