All-important CPI inflation data out this morning, and while the market’s reaction has been favorable since 8:30am EST there’s lots... read more →
Much has been written over the last few months about the narrowness of the market (poor breadth). The S&P 500... read more →
The S&P 500 is up 20% from the October lows and predictably more and more investors are bullish on continued... read more →
With the market now having cleared the all-important 4200 on SP500, the question now becomes “what’s next?”. The answer is... read more →
The CPI Index captures trends in consumer prices, the stuff that you and I all consume each day in various... read more →
As expected, our beloved elected officials waited until the very last moment and then cut a deal that does little... read more →
It seems like forever since we started talking about recession. The yield spread between 10-year and 2-year treasuries (a.k.a. the... read more →
This note is going to go into some of the more granular, monthly technical work that we do, but with... read more →
The Conference Board’s Survey of Consumer Confidence showed that consumers have grown even more pessimistic towards the stock market as... read more →
At two meetings I was in yesterday the topic of the current “narrow rally” was brought up. “Narrow rally” means... read more →