Honesty Is The Best Policy

Honesty Is The Best Policy

Abraham Lincoln and Sir Mix A Lot - Do not lie and actually share half birthdays  Lloyd Blankfein and Bernie Sanders also say what they truly believe A look at MAGA index  An update with the Democratic Nomination Odds with DeMark Indicators  Still mostly neutral the...
First Call February 12, 2020

First Call February 12, 2020

S&P futures up .40% after US equities finished mostly higher, but near worst levels on Tuesday. Treasuries weaker with some curve steepening. Dollar firmer vs yen and also a bit better on euro cross. Gold off 0.1%. WTI crude up 1.7% despite bigger-than-expected...
Market Talk

Market Talk

People I speak to generally have a lot of opinions of this marketThere's some interesting negative divergences happeningWhen do we buy energy sector?  Getting closerA look at bullish percent indexes which don't look like a bottomGood note today and thanks for all the...
First Call February 11, 2020

First Call February 11, 2020

S&P futures up 0.3% after US equities bounced back after last Friday's drop extending last week's rally despite the lack of a specific upside catalyst. Another quiet day thus far with a focus on coronavirus, politics, M&A and Fed commentary. Treasuries weaker...
Honesty Is The Best Policy

The Week Ahead

Q4 earnings will continue to be in focus on the corporate calendar with some January quarter ending names also starting to report. Most important catalysts: New Hampshire primary (Tuesday, Powell’s testimony (before the House on Tuesday and Senate on Wednesday. I need...