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Weekly Signal & Noise Filter
What To Do After Santa Has Left Town
10 hrs ago
•
David Cervantes
14
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Weekly Signal & Noise Filter
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SPECIAL GUEST REPORT: HOMEBUILDERS
by Lance Lambert
Dec 7
•
David Cervantes
11
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SPECIAL GUEST REPORT: HOMEBUILDERS
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November NFP Preview
Not Again.....
Dec 7
•
David Cervantes
17
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November NFP Preview
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US Construction and Manufacturing Update
A reader asked for thoughts on the manufacturing cycle. I was going to give a quick response but figured the question and subject matter deserved more…
Dec 6
•
David Cervantes
14
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US Construction and Manufacturing Update
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Weekly Signal and Noise Filter
Higher For Longer is Dead
Dec 4
•
David Cervantes
13
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November 2023
The State of the Macro
Looking Past the Current Slowdown
Nov 29
•
David Cervantes
17
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The State of the Macro
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Weekly Signal & Noise Filter
Santa Walks Among Us
Nov 20
•
David Cervantes
21
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US Economic Growth Update
We Have Landed
Nov 19
•
David Cervantes
35
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US Economic Growth Update
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Weekly Signal & Noise Filter
This ain't your momma's macro cycle
Nov 13
•
David Cervantes
14
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Of Small Caps and Flow Data
The Russell 2000 (RUT) has underperformed the S&P500 (SPX) by a wide margin this year, -4.2% vs 13.23% YTD. Is it time to get into the small cap pool?
Nov 10
•
David Cervantes
20
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Of Small Caps and Flow Data
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Will Santa Get Us Over the July Highs?
With last week’s bond repricing, the biggest impediment to a Santa rally that was previously discussed in past notes, has been removed. The bond market…
Nov 8
•
David Cervantes
21
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Will Santa Get Us Over the July Highs?
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Weekly Signal & Noise Filter
The Sand Has Shifted
Nov 5
•
David Cervantes
22
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