Tom Essaye Quoted in International Business Times on August 5, 2020

“The bottom line is that if we do see real disappointment in stimulus or the vaccine, then a 10%…” said Tom Essaye of The Sevens Report, in a note.

How I Know Scotland Isn’t Leaving the UK

Scotland:  The Only Poll We Need to Watch There are all sorts of conflicting polls regarding whether the Scots will vote “yes” for independence or “no.”  But, I’ve learned over the years that the best way to get a gauge on these types of geo-political events is to follow the money.  InTrade used to be […]

The Fed’s Perception Problem (and why it’s Hawkish)

The Fed’s Perception Problem (and why it’s Hawkish) If the FOMC does indeed become incrementally more “hawkish” today, it’ll likely be because of the growing fear among Fed officials that the market views the Fed as simply being too “dovish.” We’ve heard several Fed presidents reference this, and last week there was a San Francisco […]

North American Drilling Ltd. (NADL), Buying Opportunity?

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Tom Essaye Discussing The Bond Decline in CNBC Closing Bell 9.15.14

Click the link below to see Tom Essaye discussing the decline in bonds with hosts Bill Griffeth and Kelly Evans.

Weekly Economic Cheat-Sheet

Last Week There were just two notable U.S. economic releases last week. Although neither was enough to force a change in the outlook for Fed policy, August retail sales were strong and incrementally viewed as increasing the chances for a hawkish statement change this week.  Outside of that, the most important thing that happened last […]

A Falling Bond Playbook

A Falling Bond Playbook Yesterday I talked about how both stocks and bonds could decline if we see a material pullback in the market. Given most of us are “long” both, that’s a little concerning, seeing as they historically tend to hedge each other.  Bonds are bouncing today, but I wanted to provide a bit […]