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Crisis averted…we’re onto our next crisis

Crisis averted…we’re onto our next crisis

As expected, our beloved elected officials waited until the very last moment and then cut a deal that does little... read more →
June 2, 2023
Recession Still Lies Ahead

Recession Still Lies Ahead

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 →
June 2, 2023
New S&P 500 Monthly Candle

New S&P 500 Monthly Candle

This note is going to go into some of the more granular, monthly technical work that we do, but with... read more →
June 1, 2023
When sentiment is dire, the market generally goes higher

When sentiment is dire, the market generally goes higher

The Conference Board’s Survey of Consumer Confidence showed that consumers have grown even more pessimistic towards the stock market as... read more →
May 31, 2023
What does a “narrow rally” look like?

What does a “narrow rally” look like?

At two meetings I was in yesterday the topic of the current “narrow rally” was brought up.  “Narrow rally” means... read more →
May 26, 2023
Plain and simple: inflation is driven by too much money sloshing around

Plain and simple: inflation is driven by too much money sloshing around

“Inflation is always and everywhere a monetary phenomenon”– Nobel Laureate Milton Friedman in speech given in India in 1963 We... read more →
May 25, 2023

What our Clients Say

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