Daily Sevens Report Preview.
“That leaves very little room for error” –...
There are potential risks for investors whether the data come in stronger or weaker than expected, said Tom Essaye.
Jobs Day (and Potential Tariff Decision)
What’s in Today’s Report: Jobs Day (and Potential Tariff Decision), Futures are little changed ahead of today’s jobs report.
Jobs Report Preview (Risks on Both Sides)
What’s in Today’s Report: Jobs Report Preview, Futures are lower on digestion of the administration’s potential interference in industries.
What Could Make Markets Decline in 2026? (Three...
What’s in Today’s Report: What Could Make Markets Decline in 2026? (Three Events), U.S. Composite PMI Commentary Notes “Cracks in the Economy”.
What’s Cheap and What’s Not at the Start...
What’s in Today’s Report: What’s Cheap and What’s Not at the Start of 2026, ISM Manufacturing PMI Takeaways, Copper Hits Fresh All-Time Highs.
How Venezuela Could Impact Markets
What’s in Today’s Report: How Venezuela Could Impact Markets and Weekly Market Preview: Does Economic Data Start 2026 Goldilocks?
Putting the S&P 500’s Strong Three-Year Run in...
What’s in Today’s Report: Putting the S&P 500’s Strong Three-Year Run in Context, and The Q4 2025 Quarterly Letter Will Be Delivered Today.
Investor Sentiment Update (Not as Bullish as One...
What’s in Today’s Report: Sentiment Update: Not Nearly as Bullish as One Would Think and Case-Shiller Home Price Index – An Upside Surprise.
The Value of International Investing Revisited
What’s in Today’s Report: An Interesting Table to Show Clients: The Value of International Diversification, and more...
Taking Stock of the Four Pillars of the...
What’s in Today’s Report: Taking Stock of the Four Pillars of the Rally Ahead of 2026, Can Year-End Window Dressing Push Stocks Higher?