#275 Domestically Focused
One point we want to focus on this week is retail sales. The tax reform bill passed late last year should be affecting paychecks by this point.
#274 Politics Never Sleeps
Earning season kicks off this week. NAFTA talks and trade with Mexico and Canada are really progressing quicker than most expectations.
#273 Technical Takeover
We have had a long period of time with no fundamental drivers. In the meantime, the technical side has really taken over.
#272 Three Things That Can Lead To Recession
The volatility that has popped up in the market is more of the norm, unlike the abnormality we saw in 2017 with the all-time low volatility.
#271 Playing Chess, Not Checkers
On Friday, China retaliated by saying they would put tariffs on 128 American products. When these types of things happen we like to look at the...
#270 It’s the Data, Not the Noise
We are focusing underneath the hood on what we think is important. We still have strong corporate earnings, robust consumer optimism and low...
#269 Bull Market and Jobs
There was an influx of 653,000 people that came back into the job market in the month of February. In addition to that, every sector grew, but...
#268 Tariffs, Taxes and Talk
The underlying fundamentals of the economy haven’t changed. Consumer confidence and manufacturing are hitting all time highs.