03|02|2021
Good & Bad | February 26, 2021
Monday Rotation, rotation, rotation. Markets fell Monday led by the NASDAQ. The gainers for the day were financials, commodities, and specifically energy. The move is indicative of rising inflationary...
03|01|2021
Leading Indicator Watch | February 26, 2021
Weekly Initial Jobless Claims fell to 730K from 841K. This was the lowest level in months. Check out the weekly leading indicator watch here and be sure to stay...
02|23|2021
Weakness Trend? | February 19, 2021
Weakness persisted in the market across last week. Is this a trend that will likely continue or a soft patch in data? Monday Happy President’s Day! Tuesday Markets were...
02|22|2021
Leading Indicator Watch | February 19, 2021
Retail sales surged by 5.3% in January, beating a 1.1% increase that was expected. Check out the weekly leading indicator watch here and be sure to stay tuned for...
02|16|2021
A New Low? | February 12, 2021
Markets rose again last week. Is this a sustainable move north or should we expect a new low? Monday The S&P 500 added .75% to open the week. A...
02|16|2021
Leading Indicator Watch | February 12, 2021
Before I publish Market Thoughts today, let’s peek at the Leading Indicators. Click here to view the latest news on economic activity and how they are impacting the markets. Stay...
02|09|2021
Market Disruption | February 5, 2021
The S&P 500 surged across the week. Will it continue or is more market disruption likely? Monday Markets rallied strong on Monday to open the week. In doing so,...
02|09|2021
Leading Indicator Watch | February 5, 2021
Before I publish Market Thoughts today, let’s peek at the Leading Indicators. Click here to view the latest news on economic activity and how they are impacting the markets....
02|02|2021
Route or Rebellion? | January 29, 2021
Markets shed 3.35% last week. Is the route sustainable or is it more of an ill-fated rebellion? Monday Markets rose marginally on Monday. Economic data was light, contributing little...
02|02|2021
Leading Indicator Watch | January 29, 2021
Wrapping up the week from an ariel view… yes, the S&P is down slightly for the year and yes, volatility spiked, but weekly Initial Jobless claims fell, Core Durable...