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S&P 500 Intrinsic Value Index Update

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Data vs Perception

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Rate Cut?

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Higher & Higher

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PMI (Sentiment) vs CAB (Data)

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T-Bill/10yr Treasury Spread Rising Sharply After Panic. What’s Next? A Lesson In Market Psychology

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US Oil Inventories Falling Farther Below 5yr Average, Demand Not Slowing

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Employment, Vehicle Sales, Real Personal Income & The S&P Value Index

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Higher Oil = Higher Equity Prices

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Will The Fed Cut Again? Does It Matter? Capital Shifts As Titans Battle

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Recession Caterwauling Increases

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Recessionary Indicators

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E&P Activity At A High, E&P Efficiency Slows

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Market Looks Like The Scene From Shakespeare’s Macbeth

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“Wealth Shaming”