July 2015 Bull and Baird

July 31, 2015
Equities start the day slightly higher as the old “bad news is good news” trade rears its head! We got the vaunted “employment cost index” report at 730am CT and it showed a very small gain in wages.

July 27, 2015

Equities start the day lower as the Great Angst continues. Angst is a funny thing, it comes and goes (especially in teenagers) for no apparent reason.

July 21, 2015

Equities start the day lower as earnings finally matter!  Hooray for that my friends!   I spent an entire weekend at a water park with my kids (I could write a recap 8 pages long about my experience but it might come off a bit snooty) and while they dodged tattoo’d people and questionable liquids I read Twitter looking for something to write about.  

July 14, 2015

Equities start the day lower as Retail Sales whiffs. Seriously, we can hit space rock from 4 billion miles out but we can’t get a retail sales number to beat?

July 13, 2015

Equities start the day higher as Greece reaches some kind of deal.   I’m not sure how many times I’ve written that sentence in the history of my market recap but I know it’s greater than 5. 

July 8, 2015

Equities start the day lower as all Macro hell continues to break loose.  Fresh off a 4th of July Holiday and this is what I get? Really?

July 1, 2015
Equities start the day higher as the 2nd half begins! Any guesses what the first half brought us in terms of stock market returns? Tell em what they won Johnny!X