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The Diagnostic Dozen
Applied Global Macro
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DiagnosticDozen
Sentiment & Positioning: The Contrarian Edge
Diagnostic Dozen, Pillar 12 of 12
Apr 13
•
Bob Sheehan, CFA, CMT
21
2
7
Market Structure: The Weight of Evidence
Diagnostic Dozen, Pillar 11 of 12
Apr 10
•
Bob Sheehan, CFA, CMT
25
3
8
Plumbing: The Invisible Infrastructure
Diagnostic Dozen, Pillar 10 of 12
Apr 1
•
Bob Sheehan, CFA, CMT
16
3
Financial: The Cascade
The Diagnostic Dozen: A Framework for Reading the Macro Cycle (9 of 12)
Mar 12
•
Bob Sheehan, CFA, CMT
10
3
Government: The Fiscal Overhang
The Diagnostic Dozen: A Framework for Reading the Macro Cycle (8 of 12)
Mar 4
•
Bob Sheehan, CFA, CMT
4
3
Trade: The Pipeline
The Diagnostic Dozen: A Framework for Reading the Macro Cycle (7 of 12)
Feb 26
•
Bob Sheehan, CFA, CMT
6
3
Business: The Forward Commitment
The Diagnostic Dozen: A Framework for Reading the Macro Cycle (6 of 12)
Feb 19
•
Bob Sheehan, CFA, CMT
7
4
Housing: The Collateral Engine
The Diagnostic Dozen: A Framework for Reading the Macro Cycle (5 of 12)
Feb 16
•
Bob Sheehan, CFA, CMT
12
2
Consumer: The Last Domino
The Diagnostic Dozen: A Framework for Reading the Macro Cycle (4 of 12)
Feb 12
•
Bob Sheehan, CFA, CMT
11
4
4
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