03|01|2022

Running in Place | February 25, 2022

Markets moved a lot to go absolutely nowhere last week. Should we expect markets to continue to run in place? Monday Happy President’s Day! Tuesday S&P 500 lost 1.01%...

02|28|2022

Leading Indicator Watch | February 25, 2022

Highlights from the February 25th Leading Indicator Watch: The money supply, including time deposits, rose by $202B to $21.840T (Jan). Money supply is currently running 91% of current GDP....

02|23|2022

Will the Clouds Part? | February 18, 2022

It was a rough week for markets. Volatility is up, but will it be here to stay or are the clouds soon to part? Monday Markets dropped at the...

02|22|2022

Leading Indicator Watch | February 18, 2022

Highlights from the February 18th Leading Indicator Watch: Retail sales (YoY)(Jan) rose 3.8% which came in well above forecasts of 2%. This is the highest figure since April 2021....

02|15|2022

Why So Sensitive? | February 11, 2022

The S&P 500 pulled back this week as a result of looming rate hikes and inflation data. Is the sensitivity due to panic or is the market preparing for...

02|14|2022

Leading Indicator Watch | February 11, 2022

Highlights from the February 11th Leading Indicator Watch: Inflation data drove markets lower this week with the highest reading since 1982. The CPI (YoY)(Jan) totaled 7.5%; Core CPI (YoY)(Jan)...

02|08|2022

Choppy Waters | February 4, 2022

The S&P 500 gained ground last week. Are markets calming down or should choppy waters be expected? Monday The week opened strong as the S&P 500 rallied 1.87% into...

02|07|2022

Leading Indicator Watch | February 4, 2022

Highlights from the February 4th Leading Indicator Watch: Initial jobless claims fell to 238k and continuing jobless claims fell to 1,628k. Nonfarm Payrolls (Jan) rose 467k where only a...

02|01|2022

The Inside Story | January 28, 2022

The S&P 500 and volatility were little changed week over week. The inside story, however, was far more interesting! Monday What. A. Monday… Markets ended the day higher. The...

01|31|2022

Leading Indicator Watch | January 28, 2022

Highlights from the January 28th Leading Indicator Watch: Preliminary figures for Gross Domestic Product (GDP) (QoQ)(Q4) rose by 6.9% which tripled the increase in Q3. Be sure to check...