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Market Catch: Permian, Capex, Earnings Slowdown

Market Catch: Permian, Capex, Earnings Slowdown

The Daily Market Catch Top market-moving themes and insights – Delivered free to your inbox. The One Big Thing Back on October 2nd I suggested to clients markets would run up into Oct. 31 – and target SPX $3060 and NYSE $13,333 – with lower prices starting in...
Market Catch: Permian, Capex, Earnings Slowdown

Market Catch: Permian, Capex, Earnings Slowdown

The Daily Market Catch Top market-moving themes and insights – Delivered free to your inbox. The One Big Thing Back on October 2nd I suggested to clients markets would run up into Oct. 31 – and target SPX $3060 and NYSE $13,333 – with lower prices starting in...
Market Catch: Historic Bond Move

Market Catch: Historic Bond Move

The Daily Market Catch Top market-moving themes and insights – Delivered free to your inbox. The One Big Thing Back on October 2nd I suggested to clients markets would run up into Oct. 31 – and target SPX $3060 and NYSE $13,333 – with lower prices starting in...
Market Catch: The Real Trade War

Market Catch: The Real Trade War

The Daily Market Catch Top market-moving themes and insights – Delivered free to your inbox. The One Big Thing Back on October 2nd I suggested to clients markets would run up into Oct. 31 – and target SPX $3060 and NYSE $13,333 – with lower prices starting in...
Market Catch: Asset Fire Sale

Market Catch: Asset Fire Sale

The Daily Market Catch Top market-moving themes and insights – Delivered free to your inbox. The One Big Thing Back on October 2nd I suggested to clients markets would run up into Oct. 31 – and target SPX $3060 and NYSE $13,333 – with lower prices starting in...
Market Catch: Nationalism Trumps Tariffs

Market Catch: Nationalism Trumps Tariffs

The Daily Market Catch Top market-moving themes and insights – Delivered free to your inbox. The One Big Thing Back on October 2nd I suggested to clients markets would run up into Oct. 31 – and target SPX $3060 and NYSE $13,333 – with lower prices starting in...
Market Catch: Not Enough Value

Market Catch: Not Enough Value

The Daily Market Catch Top market-moving themes and insights – Delivered free to your inbox. The One Big Thing WE ARE HERE! SPX $3060! NOW WHAT? Oct 2nd: I believe we now chop and drop into the 9th and then move higher after that into FOMC on the 31st. Market...
Market Catch: 5G To Shake The AAPL Tree

Market Catch: 5G To Shake The AAPL Tree

The Daily Market Catch Top market-moving themes and insights – Delivered free to your inbox. The One Big Thing REALLY GETTING CLOSE TO MY SPX PRICE TARGET OF $3060 from Market Thoughts: When Is It Safe To Buy? Oct 2nd: I believe we now chop and drop into the 9th...
Market Catch: The Antithesis of Facebook

Market Catch: The Antithesis of Facebook

The Daily Market Catch Top market-moving themes and insights – Delivered free to your inbox. The One Big Thing APPROACHING MY SPX PRICE TARGET OF $3060 from Market Thoughts: When Is It Safe To Buy? Oct 2nd: I believe we now chop and drop into the 9th and then...
Market Catch: Spying A Market Pullback

Market Catch: Spying A Market Pullback

The Daily Market Catch Top market-moving themes and insights – Delivered free to your inbox. The One Big Thing APPROACHING MY SPX PRICE TARGET OF $3060 from Market Thoughts: When Is It Safe To Buy? Oct 2nd: I believe we now chop and drop into the 9th and then...
Market Catch: Why Bitcoin?

Market Catch: Why Bitcoin?

The Daily Market Catch Top market-moving themes and insights – Delivered free to your inbox. The One Big Thing This is still in play so pinning it until it changes: Market Thoughts: When Is It Safe To Buy? Oct 2nd: I believe we now chop and drop into the 9th and...
Market Catch: Unemployment Is About To Get Busy

Market Catch: Unemployment Is About To Get Busy

The Daily Market Catch Top market-moving themes and insights – Delivered free to your inbox. The One Big Thing Until this theme changes, I’m keeping it here: Market Thoughts: When Is It Safe To Buy? Oct 2nd: I believe we now chop and drop into the 9th and...
Market Catch: Liquidity, Earnings and Short Volatility

Market Catch: Liquidity, Earnings and Short Volatility

The Daily Market Catch Top market-moving themes and insights – Delivered free to your inbox. The One Big Thing My Market Call: Market Thoughts: When Is It Safe To Buy? Oct 2nd: I believe we now chop and drop into the 9th and then move higher after that into FOMC...
Market Catch: Repo Apocalypse Now

Market Catch: Repo Apocalypse Now

The Daily Market Catch Top market-moving themes and insights – Delivered free to your inbox. The One Big Thing My Market Call: Market Thoughts: When Is It Safe To Buy Oct 2nd: I believe we now chop and drop into the 9th and then move higher after that into FOMC...