In our Commentary last week, we noted that Delta shares were down over ten percent due to their...
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Orange Juice And Egg Prices Provide Welcome Relief
As we have mentioned numerous times, consumer sentiment greatly impacts economic activity....
The Rotation To Value From Growth: What Comes Next?
In hindsight, markets are easy to assess, yet extremely challenging to forecast. For example, as we...
CPI Is Cooler Than Expected
Following a hot January CPI set of inflation data, the BLS CPI report cooled down in February....
Buy The Dip Or Sell The Rip?
The rally over the last two years has helped investors forget that markets also go down. After two...
Transition Is Worrying The Markets
In an interview on Fox this past weekend, Donald Trump was asked if he was expecting a recession....
The Market Is Not As Volatile As Many Fear
The CNN fear greed index of investor sentiment has fallen to “extreme fear” at 18 on a...
Tesla Shareholders Are Banking On More Than Car Production
The graphs below highlight how expensive Tesla shares are compared to its competitors. The scatter...
Crude Oil Prices Are Sitting On Big Support
As the FINVIZ graph below shows, crude oil prices are on a significant support level. In technical...
Bond Vigilantes Take Cover As GDP And CPI Estimates Plummet
What a difference a month makes. In mid to late January, the bond vigilantes were shorting bonds...