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Politics and the S&P 500

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Rate Spreads Imply Lending to Widen

Continue reading “Rate Spreads Imply Lending to Widen”
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Retail Sales and Inflation

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Is The “Market” Over Valued?

Continue reading “Is The “Market” Over Valued?”
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TSA Traffic Continues to Rebound

Continue reading “TSA Traffic Continues to Rebound”
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S&P 500 Intrinsic Value Update

Continue reading “S&P 500 Intrinsic Value Update”
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Employment Update

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How High?

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Subs: 14% Annual Yield

Continue reading “Subs: 14% Annual Yield”
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Retail Sales Hold Strong

Continue reading “Retail Sales Hold Strong”
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Rates, Inflation, Market Valuation

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S&P 500 Intrinsic Value Update

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A Top?

Continue reading “A Top?”
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CAB Rises

Continue reading “CAB Rises”
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S&P Intrinsic Value Update

Continue reading “S&P Intrinsic Value Update”