The Fed's Latest, Credit Card Trends, Our Bullishness Beyond, and Correction Prospects Come Summer (video)

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Attention Non-Client subscribers: Nothing in this video should be construed as investment advice. The examples expressed relate to portfolio management we perform on behalf of our clients, and, again, under no circumstances are they to be considered recommendations to the viewer.

Intermarket Confusion, Gold Stays Golden For Now, And The Risk In Rate Cuts Right Here (video)

Dear Clients, another important one to take in:

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Attention Non-Client subscribers: Nothing in this video should be construed as investment advice. The examples expressed relate to portfolio management we perform on behalf of our clients, and, again, under no circumstances are they to be considered recommendations to the viewer.

CPI Surprise, Valuations Globally, And Sustainability's In Question For US Stocks (video)

Dear Clients, this is an important one to take in.

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Attention Non-Client subscribers: Nothing in this video should be construed as investment advice. The examples expressed relate to portfolio management we perform on behalf of our clients, and, again, under no circumstances are they to be considered recommendations to the viewer.

Stagnating Below the Surface, And The Fed's Cost-(and yield)-Pressure Constraint (video)

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Attention Non-Client subscribers: Nothing in this video should be construed as investment advice. The examples expressed relate to portfolio management we perform on behalf of our clients, and, again, under no circumstances are they to be considered recommendations to the viewer.

Goes With Populism (video)

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Attention Non-Client subscribers: Nothing in this video should be construed as investment advice. The examples expressed relate to portfolio management we perform on behalf of our clients, and, again, under no circumstances are they to be considered recommendations to the viewer.

Noisy Market, Political vs Economic Constraints, And What's Working So Far This Year (video)

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Attention Non-Client subscribers: Nothing in this video should be construed as investment advice. The examples expressed relate to portfolio management we perform on behalf of our clients, and, again, under no circumstances are they to be considered recommendations to the viewer.

Noise Vs Signal: Stock Market Drivers, Short and Long-Term

I found myself, on two separate occasions today, telling clients that while I won't say that this is the most headline-driven market we've ever had to manage through, I will say, that, indeed, it is as headline-driven as any market we've ever had to manage through.

The following from Bloomberg's "Macro Man" Cameron Crise's latest podcast pretty much says it all, at this juncture: