Do you really want to know what’s happening with the Economy?
I want to share something pretty cool with you: the quarterly macro piece I publish for my institutional advisory clients at Talon Advisors. This report grew out of work I…
Tracking the Economy: a scorecard
As I said in my recent post, I’ll be focusing a bit more on fundamental and macroeconomic factors over the next few months. Every week, we hear some (or many!)…
Chart of the day: Current technicals for indexes
I thought it might be useful to take a few moments to look at the technical situation in US stock indexes. Though this is important work, we are only going…
Why I’m not worried about a recession (yet)
Investors are terrified at the thought of a recession. (Writers love it, because everyone will read an article on a recession!) Investors are right to be concerned, as bear markets…
A look at GDP: what it is and what it means
Much of my published work focuses heavily on technical analysis. I’ll discuss the reasons behind this decision more in the future, but I have also considered fundamental, macro, and economic…