05|02|2017
All Talk, No Action | April 28, 2017
[1] Everyone seems bullish on our economy when you look at confidence and sentiment data. This would typically be a great indication of forward looking consumption, but what does...
05|01|2017
Leading Indicator Watch | April 28, 2017
As I write Market Thoughts this week, here are some indicators that caught my attention. Click here to download the latest insights on economic activity and how they are impacting...
04|25|2017
Volatility Shift | April 21, 2017
Over the last few weeks we have seen volatility increase, but not all of it has been bad. There was a period of 109 days where the market did...
04|24|2017
Leading Indicator Watch | April 21, 2017
As I write Market Thoughts this week, here are some indicators that caught my attention. Click here to download the latest insights on economic activity and how they are...
04|18|2017
The Hope Trade | April 14, 2017
Over the last two quarters the S&P 500 has grown by 8.23%. Call it what you will, the Trump Bump, or the reflation trade… I ‘m going to call...
04|17|2017
Leading Indicator Watch | April 14, 2017
As I write Market Thoughts this week, here are some indicators that caught my eye. Click here to download the latest insights on economic activity and how they are...
04|10|2017
Leading Indicator Watch | April 7, 2017
As I write Market Thoughts this week, here are some indicators that caught my eye. Click here to download the latest insights on economic activity and how they are impacting...
04|04|2017
Pretty Lights | March 31, 2017
Just a week ago it appeared the sky was falling on the reflation trade. As if completely forgetting what happened, the market has since firmed, the dollar has strengthened,...
04|03|2017
Leading Indicator Watch | March 31, 2017
As I write Market Thoughts this week, here are some indicators that caught my eye. Click here to download the latest insights on economic activity and how they are impacting...
03|27|2017
Leading Indicator Watch | March 24, 2017
As I wrote Market Thoughts this week, here are some indicators that caught my eye. Click here to download the latest insights on ecomonic activity and how they are...