The BEA released the Personal Income and Outlays report for July: Personal income increased $70.5 billion (0.4 percent) in July…
Continue ReadingRainbow Convergence in T-Bond Prices
Back in February 2019, I gave a brief lesson on a bit of charting magic known as a “rainbow convergence.” T-Bond…
Continue ReadingAnimal Spirits: Sectors & The Business Cycle
Today’s Animal Spirits is brought to you by State Street On today’s show we discuss: How sectors perform in different business…
Continue ReadingFriday: Personal Income and Outlays, Chicago PMI
Friday:• At 8:30 AM ET, Personal Income and Outlays, July 2020. The consensus is for a 0.2% decrease in personal…
Continue ReadingBig Red Flag for Stocks on Fed Day
Today, while the SPY and QQQ were pushing to new highs, the VXX was telling a dramatically different story, which…
Continue ReadingAugust 27 COVID-19 Test Results
IMPORTANT: The CDC has changed their guidance on who should be tested – at the direction of the White House…
Continue ReadingChartwise Women: Big Gains for Consumer Spending
Consumer Spending is taking two paths, both of which are seeing high growth. In this week’s edition of Chartwise Women, Mary…
Continue ReadingMassif Capital: Mining Innovation Could Surprise Real Asset Investors
As minerals become increasingly difficult and costly to extract, innovation has become an absolute imperative for mining companies. Finally, the…
Continue ReadingNKE Starts Running!
On the weekly Relative Rotation Graph for the DJ Industrials universe, NKE is inside the weakening quadrant after a completed…
Continue ReadingIceCap: Turkey experiencing a severe crisis within its currency, equity, and fixed income markets
IceCap Asset Management commentary for the month of August 2020, titled, “Why we are bearish on Turkey and the Lira.”…
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