January 17, 2019
The Natural Course of Things is Inevitable, Not Preventable
Dead cat bounce or does the equity market have what it takes to reverse that negative bear market stigma? As we highlighted over the last few weekly...
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January 10, 2019
Non-Farm Payroll Beat Sparks Market, What's Next?
What a ride the beginning of the year has been so far. As we warned in our year end and 2019 outlook, the equity markets were most likely set up for...
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November 23, 2018
Unintended Consequences of Monetary Easing
This is going to be a quick note with some charts due to the Thanksgiving holiday week. We continue to see bounces being sold into in terms of the...
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August 8, 2018
Fear of Missing Out
  On Friday we saw the equity markets first head fake only to be driven higher after NFP printed 157k and unemployment fell 0.1 to 3.9%. In the...
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July 31, 2018
GDP Gains But FANGS Repricing
  The big economic news for last week came out on Friday as US Q2 GDP posted a decent 4.1%, estimates were as high as 4.4% but let’s not lose sight...
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