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Talk About Timing….

Continue reading “Talk About Timing….”
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Inverted No More

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People Don’t Recognize De-Regulation IS Fiscal Stimulus

Continue reading “People Don’t Recognize De-Regulation IS Fiscal Stimulus”
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Inventory Rises With Refinery Input Slowdown…..No Sign Consumption Falling

Continue reading “Inventory Rises With Refinery Input Slowdown…..No Sign Consumption Falling”
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The Fed Will “Follow” TBill Rates Lower And Cut .25%

Continue reading “The Fed Will “Follow” TBill Rates Lower And Cut .25%”
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Household Survey Employment Adds 391,000, Vehicle SAAR 17.23M Units

Continue reading “Household Survey Employment Adds 391,000, Vehicle SAAR 17.23M Units”
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Sentiment vs Data…. The Expansion Continues

Continue reading “Sentiment vs Data…. The Expansion Continues”
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The Basis for Increase In Negative Rates Seen In The Yuan vs US$ vs Trade Weighted US$ Relationship

Continue reading “The Basis for Increase In Negative Rates Seen In The Yuan vs US$ vs Trade Weighted US$ Relationship”
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S&P 500 Intrinsic Value Index Update

Continue reading “S&P 500 Intrinsic Value Index Update”
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Data vs Perception

Continue reading “Data vs Perception”
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Rate Cut?

Continue reading “Rate Cut?”
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Higher & Higher

Continue reading “Higher & Higher”
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PMI (Sentiment) vs CAB (Data)

Continue reading “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

Continue reading “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

Continue reading “US Oil Inventories Falling Farther Below 5yr Average, Demand Not Slowing”