Careful to not overthink “possible” policies
It is my experience that making a fundamental shift based on "possible" policy carries a lot of risk. Remember how many folks fretted about a "border adjustment tax?" This retest/break…
Read MoreIt is my experience that making a fundamental shift based on "possible" policy carries a lot of risk. Remember how many folks fretted about a "border adjustment tax?" This retest/break…
Read MoreRecent OECD releases show one of most synchronized global recovery in history. No kidding, it was the most synchronized global money printing in history. That hasn't been the case since…
Read MoreSure to get some volatility with the upcoming Q&A at the Presidential press conference. The way stocks act, the bottoming process is underway following the recent sell-off. Our market analyst…
Read MoreYesterday, the S&P 500 Index (SPX) closed below the 200-dma for the first time since 6/27/16, ending a 442-day stretch of consecutive closes above the 200-dma.
Read MoreSentiment is a bit better this am. Seems like if it were really going to tank, it would have into the close yesterday. Instead there was a bounce then and…
Read MoreThe S&P 500 (SPX) is down 10% from the January high, has broken the 200-day moving average, and finally “whooshed” on a 90% downside price and volume day. We continue…
Read MoreHigh volatility & correction since Jan 26 STILL all about human nature but blaming fundamentals. Started as high rates on labor inflation, then Steel & Alum tariff, then trade war,…
Read MoreThe latest Investors Intelligence report shows newsletter writers were slightly more bullish last week.
Read MoreTony discusses his market outlook.
Read MoreInvestors Intelligence shows newsletter writers turned more bullish last week.
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