07|07|2020
Push the Needle | July 3, 2020
Markets expanded for the holiday shortened week. Strong fundamentals pushed the needle, but does the forecast look bright? Monday Volatility overnight Sunday subsided to a clear upward trend for...
07|06|2020
Leading Indicator Watch | July 2, 2020
Before I publish Market Thoughts, let’s look at the leading economic indicators that caught my eye. Please click here to view my notes and stay tuned for Market Thoughts.
06|30|2020
Coming Storm? | June 26, 2020
Markets fell last week as COVID cases rose and Federal Reserve Bank (FRB) actions stand to restrict banks. Do these short-term factors indicate a coming storm? Monday Markets advanced...
06|29|2020
Leading Indicator Watch | June 26, 2020
A weekly update of #stockmarket and #domestic economic activity. We’ll get lost in the weeds in Market Thoughts tomorrow, but for now, here are some economic indicators that caught...
06|23|2020
Markets Diverge | June 19, 2020
Concerns have been increasing, as have the markets. When will this new correlation diverge? Monday Markets opened with a bang as they were off 2% at the open! Concern...
06|22|2020
Leading Indicator Watch | June 19, 2020
The economy is showing some signs of re-opening from the COVID-19 environment in Core Retail Sales, Building Permits, and Housing Starts, but Unemployment numbers are only marginally improving from...
06|16|2020
Is The Worst Behind Us? | June 12, 2020
Is the worst behind us, or was the market fall last week indicative of the start of a new volatility increase? Monday OPEC + extended their production cuts which...
06|15|2020
Leading Indicator Watch | June 12, 2020
Volatility is on the rise in the markets this week. I’ll break it all down in Market Thoughts! For now, let’s look at the Leading Indicators to get an...
06|09|2020
Driving Hope Or Data? | June 5, 2020
Hope or data? What is driving the markets within shot of their all-time highs just months after being down 34%? Monday Markets rose for the day as ISM Manufacturing...
06|08|2020
Leading Indicator Watch | June 5, 2020
The big headline for our leading indicator watch came out of unemployment news last week which sent the markets surging. The Unemployment Rate was predicted to be 19.7% but...