03|02|2021

Good & Bad | February 26, 2021

Monday Rotation, rotation, rotation. Markets fell Monday led by the NASDAQ. The gainers for the day were financials, commodities, and specifically energy. The move is indicative of rising inflationary...

03|01|2021

Leading Indicator Watch | February 26, 2021

Weekly Initial Jobless Claims fell to 730K from 841K. This was the lowest level in months. Check out the weekly leading indicator watch here and be sure to stay...

02|23|2021

Weakness Trend? | February 19, 2021

Weakness persisted in the market across last week. Is this a trend that will likely continue or a soft patch in data? Monday Happy President’s Day! Tuesday Markets were...

02|22|2021

Leading Indicator Watch | February 19, 2021

Retail sales surged by 5.3% in January, beating a 1.1% increase that was expected. Check out the weekly leading indicator watch here and be sure to stay tuned for...

02|16|2021

Leading Indicator Watch | February 12, 2021

Before I publish Market Thoughts today, let’s peek at the Leading Indicators. Click here to view the latest news on economic activity and how they are impacting the markets. Stay...

02|09|2021

Market Disruption | February 5, 2021

The S&P 500 surged across the week. Will it continue or is more market disruption likely? Monday Markets rallied strong on Monday to open the week. In doing so,...

02|02|2021

Route or Rebellion? | January 29, 2021

Markets shed 3.35% last week. Is the route sustainable or is it more of an ill-fated rebellion? Monday Markets rose marginally on Monday. Economic data was light, contributing little...

01|26|2021

Persist or Pause? | January 22, 2021

Markets rose last week but faded as the days wore on. Can the strength persist or is there reason for a pause? Monday Happy Martin Luther King Jr. Day!...

01|20|2021

Soft Patch | January 15, 2021

It was a soft patch in the market last week. Will it continue or was sentiment more temporal? Monday Markets opened the week down. Growth momentum stocks pulled back...

01|12|2021

Sustainable Gains? | January 08, 2021

Last week was a busy week that led to gains. Is it sustainable looking to the rest of January? Monday Focus very quickly shifted from what could be, to...