The Fat Pitch
Friday, March 24, 2017
Weekly Market Summary
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Summary : US indices have fallen nearly every day since the FOMC raised the federal funds rate on March 15th. This week, the SPX also experi...
Wednesday, March 22, 2017
Fund Managers' Current Asset Allocation - March
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Summary : A tailwind for the rally over the past year has been the bearish positioning of investors, with fund managers persistently shunnin...
Monday, March 20, 2017
Households' Equity Ownership Reaches 30%. It's Statistical Noise
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Summary : Households have 30% of their financial assets in equities, the same proportion as they held at bull market peaks in the 1960s and ...
Sunday, March 12, 2017
The Set Up As The FOMC Get Ready For A Third Rate Hike
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Summary : The FOMC is likely to enact a third hike in the federal funds rate this week. With economic data continuing to be good, the risk t...
Friday, March 10, 2017
March Macro Update: Housing Sales and Starts Rebound
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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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