The True Indicator of Banking Stress
What’s in Today’s Report: The true indicator of banking stress, Case Shiller Home Price Index and Consumer Confidence: Charts, and more…
Author Archive for: Tom Essaye
Entries by Tom Essaye
Does Dow Theory Outperform? (Yes)
What’s in Today’s Report: A good question on the Dow Theory returns over the years, Does the Dow Theory outperform?
Progress on the Banks?
What’s in Today’s Report: Weekly market preview: Do the banks stabilize? Weekly economic cheat sheet: Key inflation data on Friday, and more.
Dow Theory & Managing Risk-Reward in Stocks
What’s in Today’s Report: Dow Theory and managing risk-reward in stocks, What is the TIPS market telling us, and more…
Fed Takeaways
What’s in Today’s Report: Is a more-dovish-than-expected Fed decision a bullish gamechanger? No, here’s why, and the Fed decision takeaways.
Fed Wildcard to Watch
What’s in Today’s Report: Dynamics between stocks, bonds, and the economy have changed since Covid, Fed wildcard to watch, and a KBE Chart.
Fed Meeting Preview: Hike or No Hike?
What’s in Today’s Report: FOMC preview, Three reasons oil could stabilize (At least in the near-term), and more…
Catalysts to Watch This Week
What’s in Today’s Report: Catalysts for this week, Inflation is still high and the consumer Is still healthy, and FOMC in focus this week.
Why Have RSP and SPY Diverged?
What’s in Today’s Report: Why have RSP and SPY diverged? Initial Jobless Claims and economic data update, and more…
Market Multiple Table Chart
What’s in Today’s Report: Market Multiple Table chart, Update on Credit Suisse, and An important difference between now and 2008.