Have Things Improved This Much?
What’s in today’s report: Have things improved this much? Weekly market preview, weekly economic cheat sheet, Futures are modestly lower and more…
Author Archive for: Tom Essaye
Entries by Tom Essaye
Is Inflation The Next Big Thing? (How to be Positioned)
What’s in today’s report: Is inflation the next big thing? (How to be positioned), OPEC meeting preview, OPEC Meeting Preview and more…
Can Gold Continue to Rally?
What’s in today’s report: Market multiple price chart: S&P 500, A quick note on coronavirus data, Can gold continue higher? Yes, here’s why and more…
The Most Important Two Weeks Since ’08
What’s in today’s report: Why the next two weeks are the most important since 2008, weekly market preview, weekly economic cheat sheet, Futures, and more…
Valuation Update (Cheap, Fairly Valued, or Still Expensive?)
What’s in today’s report: Market valuation update: Cheap, fairly valued, or still expensive? Oil update (weekly inventory data), Futures and more…
Q2 Sector Trading Outlook
What’s in today’s report: Growth and Defensives vs. Value and Cyclicals (Q1 review, Q2 outlook), Volatility in perspective, Chinese manufacturing PMI takeaways and more…
Oil Rig Counts and the Energy Market Crash
What’s in today’s report: Why did stocks rally 3% yesterday? U.S. oil rig counts plunged last week – here’s why that won’t stop the oil crash… Yet, U.S. stock futures are hanging on to modest gains and more…
How Bad Is the Damage?
What’s in today’s report: How bad is the damage? Weekly market preview (Coronavirus growth rate remains key), Weekly economic cheat sheet and more…
What to Make of This Rally
What’s in today’s report: What to make of the rally, Coronavirus update – is it peaking? Futures are sharply lower, The U.S. passed China in total number of coronavirus cases on Thursday and more…
How Much Will The Stimulus Help?
What’s in today’s report: How Much Will The Stimulus Help? Cash is King, Futures are down around 1%, The Senate passed the stimulus bill and more…