The Fat Pitch
Friday, September 30, 2016
Has The Fed's Policy Decisions Propped Up Equities?
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Summary : The stock market rises on days when the FOMC releases its policy statement, probably as a result of some uncertainty being removed...
Friday, September 23, 2016
Interview with Financial Sense on US Macro and Equities
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We were interviewed by Cris Sheridan of Financial Sense on September 21, the day of the FOMC rate decision. During the interview, we discuss...
Monday, September 19, 2016
Live at Stocktoberfest on October 14
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I'll be on a panel with Mark Dow, Jack Little and Eddy Elfenbein at Stocktoberfest in Coronado, CA on October 14. We'll be discussin...
Wednesday, September 14, 2016
Fund Managers' Current Asset Allocation - September
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Summary : Even after the sell-off over the past week, global equities are more than 15% higher than in February. A tailwind for this rally h...
Monday, September 5, 2016
September Macro Update: Consumption Growing 3% and Housing Sales at a 9 Year High
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Summary : T he macro data from the past month continues to mostly point to positive growth . On balance, the evidence suggests the immine...
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