Podcast Episodes
Back to SearchMarket Corrections Matter More than You Think (4/2/24)
Markets delivered a post-April Fool's drop, while manufacturing metrics moved back into the expansion zone. Markets have now dropped the chances of a…
1 year, 11 months ago
Will Markets Miss the Tax Day Bump? (4/2/24)
Markets have been trading within a particular range; their ability to break above that range may be impacted by the outcome of April 15, with previou…
2 years ago
What to Look for in Q1 Earnings (4/1/24)
PCE Inflation is weaker, yet consumer spending remains robust; the Atlanta Fed is forecasting 2.3% GDP for Q2. Is this period nirvana for the Fed? Th…
2 years ago
Markets Are Set for All-time Highs. Again. (4/1/24)
Markets continue in a low volatility advance and could set another all-time high today. Markets are tending to be "floating higher," with little to d…
2 years ago
When Financial Conditions Butt Heads With Borrowing Conditions (3/28/24)
Consumer confidence for stock prices remains high, despite mixed econonic data. Asset prices are rising faster than earnings, as optimism is extremel…
2 years ago
A Bullish Set-up for Bonds (3/28/24)
The Equal Weight Index has begun gaining traction, closing the gap with the S&P. Mid-caps have actually out-paced the Equal Weight Index, but still l…
2 years ago
Wall Street Wants to Save Your Retirement (3/27/24)
The Sentiment Index is hanging in, despite weakening regional surveys; economists see no recession in sight; bank reserves have been rising since Oct…
2 years ago
Markets' Steep Ascent is Unsustainable (3/27/24)
The end of the month of March marks another round of quarterly rebalancing in portfolios. Markets have remained within a well-defined trend channel f…
2 years ago
Do Technical Measures & Valuations Matter? (3/26/24)
Baltimore Harbor is closed following the collapse of the Francis Scott Key Bridge, hit by an out of control freighter. Weaker Regional Economic Surve…
2 years ago
Markets Will Retest the 200-DMA (3/26/24)
Markets have scored very positive returns over the past five months. When markets are so deviated from the 200-DMA, ultimately, they will connect bac…
2 years ago