What is the Copper-Gold Ratio Telling Us About...
What’s in Today’s Report: What is the Copper-Gold Ratio Telling Us About This Market? Futures are sharply lower as selling in tech continued.
Tom Essaye Interview on Yahoo Finance
Tom Essaye discuss the CPI report and what it means for the outlook on inflation, the Federal Reserve, and the path forward for interest...
How to Talk to Clients About the Latest...
What’s in Today’s Report: How to Talk to Clients About the Latest in Iran and futures are lower following disappointing tech earnings.
Are Bad IBM Earnings a Warning for Broader...
What’s in Today’s Report: Are Bad IBM Earnings a Warning for Broader Tech? Takeaways From the “Cool” June CPI Report.
Evolution of the AI Trade: ROCs, SOCs and...
What’s in Today’s Report: Evolution of the AI Trade: ROCs, SOCs and SaaS and Futures are flat despite a continued rise in oil prices.
Three Tests for the Rally This Week
What’s in Today’s Report: Three Tests for the Rally This Week and Weekly Market Preview: A Critical Week for Inflation, AI and the Fed.
Monthly Bitcoin/Crypto Market Updates
What’s in Today’s Report: Monthly Bitcoin/Crypto Market Updates and Futures are little changed following a quiet night of news.
Is More U.S/Iran Fighting a Real Negative for...
What’s in Today’s Report: Is More U.S/Iran Fighting a Real Negative for the Market? Futures are slightly higher on reduced geopolitical fears.
July MMT Levels: S&P 500 Chart
What’s in Today’s Report: July MMT Levels: S&P 500 Chart and NY Fed Inflation Expectations (slight hawkish surprise).
July Market Multiple Table
What’s in Today’s Report: July Market Multiple Table: Expected Earnings Growth Supports the Markets, But Valuations Still Stretched.