07|20|2020

Leading Indicator Watch | July 17, 2020

Just when it feels like we are climbing out of our recent economic setback, news out of Core Retail Sales and Building Permits show signs of slowing down. Let’s...

07|15|2020

Left Behind | July 10, 2020

Markets rose on the week behind strength in new safe haven stocks. What is left for the rest of the market? Monday The week opened in the green as...

07|13|2020

Leading Indicator Watch | July 10, 2020

As I write Market Thoughts this week, here are some economic indicators that caught my attention last week. Click here to view the latest insights on our economy. Tune...

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...