Corey Casilio 9/25/23 Corey Casilio 9/25/23

Unrealistic Expectations

Corey Casilio 9/18/23 Corey Casilio 9/18/23

Tug Of War Over Outcomes & Timing

Corey Casilio 9/11/23 Corey Casilio 9/11/23

Quick Thoughts

Corey Casilio 9/5/23 Corey Casilio 9/5/23

Consumer Squeeze Set To Intensify

Corey Casilio 8/21/23 Corey Casilio 8/21/23

‘Higher For Longer’ Getting Priced

Corey Casilio 8/14/23 Corey Casilio 8/14/23

The Labor Market Takes Center Stage For Where We Go From Here

Corey Casilio 8/7/23 Corey Casilio 8/7/23

Actions Have Consequences

Corey Casilio 7/24/23 Corey Casilio 7/24/23

Congrats On 50 Years Mom & Dad! Oh, & Some Thoughts On Markets

Corey Casilio 7/17/23 Corey Casilio 7/17/23

Inflection Points Aplenty: Looking For Confirmation Signals And Upcoming Narrative Shift

Corey Casilio 7/10/23 Corey Casilio 7/10/23

Summer Slog

Corey Casilio 7/3/23 Corey Casilio 7/3/23

Own It All Because You Just Don’t Know

Corey Casilio 6/26/23 Corey Casilio 6/26/23

Charades, Distractions and Illusions

Corey Casilio 6/20/23 Corey Casilio 6/20/23

Time For a Breather

Corey Casilio 6/12/23 Corey Casilio 6/12/23

Fed Policy Is Already Very Restrictive

Corey Casilio 6/5/23 Corey Casilio 6/5/23

Invest Through It

Corey Casilio 5/30/23 Corey Casilio 5/30/23

Could We Already Be In A Recession?

Corey Casilio 5/22/23 Corey Casilio 5/22/23

Looking For Roses Among The Thorns

Corey Casilio 5/15/23 Corey Casilio 5/15/23

Respect The Lags And Pay Attention To The Message From Market Internals

Corey Casilio 5/8/23 Corey Casilio 5/8/23

Hamsters Running On A Wheel

Corey Casilio 5/1/23 Corey Casilio 5/1/23