The Fat Pitch

Tuesday, August 29, 2017

Interview With Financial Sense on Identifying the Next Bear Market

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We were interviewed by Cris Sheridan of Financial Sense on August 24th. During the interview we discuss current market technicals, the macro...
Sunday, August 6, 2017

Profit Margins Expand to New Highs to Boost 2Q17 Results

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Summary : The headline numbers for 2Q17 financial reports are good: S&P profits are up 19% yoy; sales are 6% higher; profit margins are ...
Saturday, August 5, 2017

August Macro Update: Slowing Growth in Employment and Consumption

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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...
Monday, July 24, 2017

Fund Managers' Current Asset Allocation - July

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Summary : Global equities have risen 7% in the past 3 months and 16% in the past year, yet fund managers continue to hold significant amount...
Sunday, July 9, 2017

Weekly Market Summary

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Summary :  US equities reached a new one-month low late last week before rebounding on Friday. In particular, NDX found support right on its...
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