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December 2022 Inflation Numbers
Jan 12, 2023
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December 2022 Inflation Numbers

And a few interesting surprises

The Weekend Edition # 70
Jan 08, 2023

The Weekend Edition # 70

Choppy Market; PMI numbers and what they mean; Earnings Season begins

A look at the December Fed Minutes
Jan 05, 2023
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A look at the December Fed Minutes

and asset allocations for the first quarter + bank earnings coming up!

The Weekend Edition # 69
Jan 02, 2023

The Weekend Edition # 69

Let's make this a good start!

Year End Special - Goodbye 2022; Hello 2023
Dec 29, 2022
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Year End Special - Goodbye 2022; Hello 2023

The Year in Review vs The Year Ahead - Macro, Equities, Bonds & Commodities

The Weekend Edition # 68
Dec 26, 2022

The Weekend Edition # 68

No Santa Rally, maybe; 2022 in Charts and Goodbye 2022

What's next after the "Inventory" Story?
Dec 22, 2022
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What's next after the "Inventory" Story?

And when will we see things get better?

The Weekend Edition # 67
Dec 18, 2022

The Weekend Edition # 67

Market Recap - Market under pressure; SPR Repurchase; Lennar Earnings; Does the Market believe the Fed?

What had Powell worried?
Dec 15, 2022

What had Powell worried?

A recap of the last the Fed Meeting of the Year - Dec 2022

Where do we stop?
Dec 08, 2022
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Where do we stop?

A look at Inflation and the Fed Hikes

Chart Book: Sectors & the Fed Funds Rate
Dec 06, 2022
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Chart Book: Sectors & the Fed Funds Rate

Taking a look back at history

The Weekend Edition # 66
Dec 04, 2022

The Weekend Edition # 66

Choppy Markets and Jobs Report; Oil; Ulta and CRM earnings; Calendars and, Closing Thoughts

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When Macro and Momentum Meet, We See Opportunity

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When Macro and Momentum Meet, We See Opportunity

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