The Weight of the Evidence
Subscribe
Sign in
Home
Chat
WOTE Asset Management
WOTE Special Ops
The WOTE Report
The Outlook
SPX Market Outlook
The FED
FED Watch
The WOTE Quant
The Market
Market Journal
About
Latest
Top
Discussions
The WOTE Quant: July 23, 2024
Analysis of the "Everything but Tech" trade and the likelihood of its continuation.
Jul 23
•
The WOTE
2
Share this post
The WOTE Quant: July 23, 2024
www.thewote.com
Copy link
Facebook
Email
Note
Other
The Outlook: Increasingly Bullish
Discussion
Jul 16
•
The WOTE
1
Share this post
The Outlook: Increasingly Bullish
www.thewote.com
Copy link
Facebook
Email
Note
Other
The FED: Rate Cut Analysis
Continuing jobless claims likely hold the key to the direction of long-term interest rates from here.
Jul 8
•
The WOTE
1
Share this post
The FED: Rate Cut Analysis
www.thewote.com
Copy link
Facebook
Email
Note
Other
The WOTE Quant: July 2, 2024
A quantitative assessment of the prospects of an economic reacceleration and how to position for it.
Jul 2
•
The WOTE
5
Share this post
The WOTE Quant: July 2, 2024
www.thewote.com
Copy link
Facebook
Email
Note
Other
SPX Market Outlook: July 1, 2024
SPX 6000 This Year. 3000 Next. 2025 is The Year of the Treasury Bond.
Jul 1
•
The WOTE
Share this post
SPX Market Outlook: July 1, 2024
www.thewote.com
Copy link
Facebook
Email
Note
Other
June 2024
"The Loop" - by Danny D of Macro Musings
Excellent overview by Danny Dayan of the financial conditions loop the US economy has been in since early 2022.
Jun 24
•
The WOTE
Share this post
"The Loop" - by Danny D of Macro Musings
www.thewote.com
Copy link
Facebook
Email
Note
Other
The Fed: Drumbeats of Recession Grow Louder
Beneath the surface of an extraordinarily bullish FEDeral Government Put that is likely to drive SPX up to 6000 by Election Day, the Fed is laying the…
Jun 9
•
The WOTE
Share this post
The Fed: Drumbeats of Recession Grow Louder
www.thewote.com
Copy link
Facebook
Email
Note
Other
The Market: Credit Calling UST's Bluff
On watch for a relatively hawkish June 12 event day to catalyze a retest of the May 31 SPY low circa $518 via higher long-term UST rates.
Jun 6
•
The WOTE
1
Share this post
The Market: Credit Calling UST's Bluff
www.thewote.com
Copy link
Facebook
Email
Note
Other
The Market: Change in Character
Equities are beginning to heed the growth slowdown message from cyclical sectors. This is in fact bullish, as it engages the FEDeral Government Put. But…
Jun 4
•
The WOTE
2
Share this post
The Market: Change in Character
www.thewote.com
Copy link
Facebook
Email
Note
Other
May 2024
The Market: Internal Correction
H4L Rates & Stocks policy means stocks can only correct internally to account for higher inflation and more hawkish monetary policy, while Yellen's…
May 29
•
The WOTE
Share this post
The Market: Internal Correction
www.thewote.com
Copy link
Facebook
Email
Note
Other
The WOTE Quant: May 23, 2024
May 23
•
The WOTE
9
Share this post
The WOTE Quant: May 23, 2024
www.thewote.com
Copy link
Facebook
Email
Note
Other
The WOTE Quant: May 21, 2024
Disclaimer: For informational purposes only.
May 21
•
The WOTE
9
Share this post
The WOTE Quant: May 21, 2024
www.thewote.com
Copy link
Facebook
Email
Note
Other
Share
Copy link
Facebook
Email
Note
Other
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts