01|09|2018

Invincible Markets | January 5, 2018

The markets started 2018 much the same way it spent most of 2017; positive economic data and surging equity prices. Economic Data Factory orders increased more than expected, by...

01|08|2018

Leading Indicator Watch | January 5, 2018

Before I publish Market Thoughts this week, here are the indicators that caught my attention. Click here to download the latest insights on economic activity and how they are impacting the markets.

01|04|2018

Year in Review | December 29, 2017

The year was one of the purest in Market performance seen in decades. What lies ahead now that 2017 in officially in the books? A Look Back 2017 had...

01|02|2018

Leading Indicator Watch | December 29, 2017

As I write Market Thoughts this week, here are the indicators that caught my eye. Click here to download the latest insights on economic activity and how they are impacting the markets.

12|28|2017

Happy Tax Reform Day! | December 22, 2017

Data and fiscal stimulus, in the way of tax reform, were slipped under the tree right before the Holidays, but we did not see the growth you would expect,...

12|26|2017

Leading Indicator Watch | December 22, 2017

Before I publish Market Thoughts this week, here are the indicators that caught my attention. Click here to download the latest insights on economic activity and how they are impacting the markets.

12|19|2017

American Productivity | December 15, 2017

This last week we saw valuations increase on the hopes of fiscal stimulus (tax reform) and dovish monetary policy expectations for 2018. WHAT IS MISSING? Psst, the clue is...

12|18|2017

Leading Indicator Watch | December 15, 2017

Ahead of Market Thoughts this week, here are the indicators that caught my attention. Click here to download the latest insights on economic activity and how they are impacting the markets.

12|12|2017

Fed Factor | December 8, 2017

Markets have fully priced in the Federal Reserve Board’s (FRB) anticipated rate hike on Wednesday. So, why will all eyes be on the meeting? Economic Data Data showed continued...

12|11|2017

Leading Indicator Watch | December 8, 2017 | FFS | Monument, CO