01|31|2018
Peeling Back GDP | January 26, 2018
GDP came in at a lackluster 2.6% for the 4th Quarter, missing expectations of a 2.9% growth rate. Markets did not react as you would expect, but why? GDP...
01|23|2018
Blind Bull Part 2 | January 19, 2018
The markets have grown 5.11% year to date, and this last week helped that along. Economic data, however, did not support the surge. Housing for December was not promising...
01|17|2018
Rates on the Rise | January 12, 2018
Equities have surged while bonds have retreated. The rate environment has people wondering if “low for long” has finally come to an end. Globally, there seems to be a...
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...