With over 90% of companies in the S&P 500 index having already reported results, the numbers for Q3 earnings season... read more →
It has been a great two weeks for the S&P 500. The market closed higher in each of the last... read more →
Our internal recession model has been flashing red for a while, and although lots of progress has been made vs.... read more →
We are entering the final stretch of Q3 earnings reporting season. As of yesterday, 310 companies representing roughly 66% of... read more →
We here at CWM practice and preach “cycle investing” – a time honored tradition that reflects our belief that markets... read more →
Composite PMI readings come out each month and represent a monthly snapshot on the health of the manufacturing and service... read more →
The Federal Reserve controls the front end of the US Treasury (UST) yield curve. The market controls the long end,... read more →
We are one week into the 3Q23 the earnings reporting season. 64 companies have reported so far, 13% of the... read more →
If the Fed doesn’t hike again, we likely have a mild recession (“soft landing”). If they do hike again, the... read more →
Q3 earnings season is about to rev up with the big US banks reporting on Friday and major Tech companies... read more →