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S&P 500 Intrinsic Value Update

Continue reading “S&P 500 Intrinsic Value Update”
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Oil Consumption Recovers

Continue reading “Oil Consumption Recovers”
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Panicked Investors Missed The Rebound

Continue reading “Panicked Investors Missed The Rebound”
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80’s Market?

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Tale of Two Tapes: Recovery Data v Bubble Forecasts

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Retail Sales Accelerate

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Mobility Trends Reach Pre-COVID Levels

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NBER Says Recession Started in February….Data Contradicts

Continue reading “NBER Says Recession Started in February….Data Contradicts”
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Emp +3,839,000/Vehicle SAAR Rebounds To 12.2M Pace

Continue reading “Emp +3,839,000/Vehicle SAAR Rebounds To 12.2M Pace”
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S&P Intrinsic Value Update

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Oil Situation

Continue reading “Oil Situation”
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Still Flowing

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Data Continues To Rebound

Continue reading “Data Continues To Rebound”
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Improvement Continues

Continue reading “Improvement Continues”
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Oil Market Rationalizes Economic Activity

Continue reading “Oil Market Rationalizes Economic Activity”