The Rotation Out of Tech Continues

What’s in Today’s Report: The Rotation Out of Tech Continues

Bullseye Brief with Charles Nenner, Tom Essaye, Adam Johnson

Tom Essaye on “The Bell” Podcast with Charles Nenner of Goldman Sachs and Adam Johnson

Thanks to Adam Johnson for having me on his podcast “The Bell” again last week. We talked with Goldman Sachs Strategist Charles Nenner on Cycles, Shorts, and Sunspots. We also talk about the data deluge, incredibly high credit scores, and the very busy week in economic data. Plus, find out who’s shorting Costco… and why? What’s the […]

Jobs Report Preview, June 1, 2017

For a second-straight month, the risks to tomorrow’s jobs report are balanced. A “Too Hot” number will increase the possibility of more than three rate hikes in 2017 while a “Too Cold” number will fan worries about the pace of economic growth, and the ability of economic growth to push stocks materially higher from current […]

Weekly Market Cheat Sheet May 29

Weekly Market Cheat Sheet, May 29, 2017

The Sevens Report is the daily markets cheat sheet our subscribers use to keep up on markets, leading indicators, seize opportunities, avoid risks and get more assets. Get a free two-week trial with no obligation, just tell us where to send it. Last Week in Review: Economic data continued to underwhelm last week, and while […]

OPEC

OPEC (and NOPEC) Meeting Takeaways, May 26, 2017

Help your clients outperform markets with The Sevens Report. Get a free two-week trial—start today. Oil trade over the last week was a classic case of “buy the rumor, sell the news,” as the speculative rally that carried WTI up to the $52 mark came completely unwound yesterday after OPEC announced that they would extend […]

Finance, Investing Cheat Sheet May 22

Weekly Market Cheat Sheet, May 22, 2017

The Sevens Report is the daily markets cheat sheet our subscribers use to keep up on markets, leading indicators, seize opportunities, avoid risks and get more assets. Get a free two-week trial with no obligation, just tell us where to send it. Last Week in Review: There weren’t many economic reports last week, and the data we […]

Tom Essaye on “The Bell” Podcast with Nick Colas and Adam Johnson

Thanks to Adam Johnson for having me on his podcast “The Bell” again last week. We talked with Nick Colas, Chief Strategist at Convergex (Wall Street’s Malcolm Gladwell), about VIX, and high volatility. What does it mean when the VIX is so low, what’s being shorted, and what’s happening with the Chinese economy? Get a free two-week trial […]