01|09|2018
Invincible Markets | January 5, 2018
The markets started 2018 much the same way it spent most of 2017; positive economic data and surging equity prices. Economic Data Factory orders increased more than expected, by...
01|04|2018
Year in Review | December 29, 2017
The year was one of the purest in Market performance seen in decades. What lies ahead now that 2017 in officially in the books? A Look Back 2017 had...
12|28|2017
Happy Tax Reform Day! | December 22, 2017
Data and fiscal stimulus, in the way of tax reform, were slipped under the tree right before the Holidays, but we did not see the growth you would expect,...
12|19|2017
American Productivity | December 15, 2017
This last week we saw valuations increase on the hopes of fiscal stimulus (tax reform) and dovish monetary policy expectations for 2018. WHAT IS MISSING? Psst, the clue is...
12|12|2017
Fed Factor | December 8, 2017
Markets have fully priced in the Federal Reserve Board’s (FRB) anticipated rate hike on Wednesday. So, why will all eyes be on the meeting? Economic Data Data showed continued...
12|05|2017
Taxes, Data, and Bombs | December 1, 2017
Last week saw a rise in volatility. It came during a week where markets surged substantially. Was the surge founded and volatility should calm down? Or will volatility increase...
11|29|2017
The Turkey Trade | November 24, 2017
The markets surged on the holiday shortened week. Was this due to low volume and vacations or was there truly a reason for the surge? Economic Data For the...
11|21|2017
The Tax Trade | November 17, 2017
The week was little changed when you look at the open on Monday and the close on Friday. There is more to it when you look at how tax...
11|16|2017
Not So Smart Money | November 10, 2017
Markets have surged over the past year on the back of strong earnings, subdued inflation, and the hope of fiscal and financial reform. Earnings As markets continue to set...
11|09|2017
Around We Go! | November 4, 2017
There was meaningful activity from every corner of the globe last week. It all translated into markets gains for the week, but not without concerns… US In the US...