Insights

Search & Filter

December 9, 2022
Equity Put/Call Ratio In Uncharted Territory
Recent levels for the equity put/call ratio suggest investors are exhibiting extreme equity market bearishness. A cluster of readings above 1.0 have occurred…
Equity Put/Call Ratio In Uncharted Territory Read More
November 27, 2022
Eyes On A Fed Pivot This Week
Last week the Fed released minutes from its most recent meeting and the minutes gave an indication the Fed was near pausing and/or slowing the pace of interest…
Eyes On A Fed Pivot This Week Read More
November 24, 2022
Back To Normal
The pace of the Federal Reserve's interest rate increases has been the fastest on record. On a year over year basis the rate of change for the Fed Funds rate…
Back To Normal Read More
November 13, 2022
Housing Market Continues To Weaken
The Federal Reserve's aggressive push higher in the Fed Funds rate has resulted in mortgage interest rates following suit and rapidly moving higher as well…
Housing Market Continues To Weaken Read More
November 6, 2022
Employment Data Nearing Recession Signal
These rate hikes are an effort by the Fed to rein in inflation by making it more expensive to spend or finance purchases and more expensive for businesses to…
Employment Data Nearing Recession Signal Read More
October 30, 2022
Dogs Of The Dow: An Outperforming Strategy In 2022
With only two months left in the year, the 2022 Dogs of the Dow continue to maintain an impressive performance advantage over the Dow Jones and S&P 500 indices…
Dogs Of The Dow: An Outperforming Strategy In 2022 Read More
October 11, 2022
Fall 2022 Investor Letter: What Is The Good News
The current investing environment has been especially challenging due to the fact most investment vehicles have generated a negative return this year. The…
Fall 2022 Investor Letter: What Is The Good News Read More
October 6, 2022
Job Market May Be Weakening
Employment data released today gives some indication the job market is weakening. The Challenger Layoff report for September shows job-cuts increased 46% month…
Job Market May Be Weakening Read More
October 5, 2022
Light In The Tunnel
A critical factor contributing to the market's downward trajectory this year is the high level of inflation permeating through the economy and the Federal…
Light In The Tunnel Read More
September 26, 2022
Equity Market Testing June Low
The month of September is living up to its reputation as one of the worst performing months during calendar years. In just the past two weeks alone the S&P 500…
Equity Market Testing June Low Read More
September 18, 2022
An Economic And Market Environment Difficult To Evaluate
Much of the economic data is giving off conflicting signals making it difficult to assess the future direction of the market. However, if the Fed is nearer the…
An Economic And Market Environment Difficult To Evaluate Read More
August 29, 2022
Market Turns Lower On Fed Comments
On Friday the markets digested comments from Federal Reserve chairman, Jerome Powell that came from the Jackson Hole economic symposium. Based on his comments,…
Market Turns Lower On Fed Comments Read More