Tailwinds for the Residential Housing Sector
What’s in today’s report: Is residential housing the big winner in all of this? Stock futures are flat, Germany extended a “crisis job support program” and more…
Author Archive for: Tom Essaye
Entries by Tom Essaye
What Makes a Vaccine a Bullish Gamechanger?
What’s in today’s report: What makes a vaccine a bullish gamechanger? Stock futures, progress on trade between the U.S. and China and more…
The Current Market Equation (How Investors Justify New All Time Highs)
What’s in today’s report: The current market equation, weekly market preview, weekly economic cheat sheet, Futures, and more…
An Important Chart (Valuation & Asset Inflation)
What’s in today’s report: What’s Buffet’s favorite measure of valuation can tell us about asset inflation, FOMC minutes, Oil market and more.
Earnings Season Takeaways in the COVID Era
What’s in today’s report: The the era of COVID, how can we use earnings to generate market highs, Stock futures are trading modestly higher, Stimulus and more…
Why the Post Office Drama Matters to Markets
What’s in today’s report: Why the post office drama matters to markets, empire state manufacturing survey takeaways, S&P 500 futures and more…
Why Doesn’t the Market Care There’s No Stimulus?
What’s in today’s report: Why doesn’t this market care that there’s no stimulus? Weekly market preview: Watching Washington and the data, Futures and more…
Is Inflation Coming Back? (It Better Not Be)
What’s in today’s report: Is inflation coming back? (it better not be), an inquiry on gold, Futures are modestly lower, three notable economic reports and more…
The Vaccine Playbook
What’s in today’s report: The vaccine playbook, S&P 500 futures are approaching record highs, investors will be keenly focused on the details surrounding the Russian coronavirus vaccine, the stimulus bill, and more…
Stimulus Update (Are the Executive Orders Positive for Stocks?)
What’s in today’s report: Stimulus update – Are the executive orders positive for stocks? Is it time to chase this market? Weekly economic cheat sheet and more…