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Government Spending Boosting GDP

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Can One Make Sense Of Illogical & Scary Markets?

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Subs: Bridgeland Cranking Up

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S&P Intrinsic Value Index….. We Are Nowhere Near “Bubble” Territory

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Short Terms Solutions That Create Long Term Problems

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Kansas City Southern and Market Psychology

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“Glut” or “Seasonal Build” ?

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T-Bill/10yr Spread Is A Lesson In Behavioral Finance

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Ignore The Fear

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“The Court Finds Nothing In The Stock Certificates Suggesting They Could Have Reasonably Expected The Net Worth Sweep”

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Oil Update

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Oil Update

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Chemical Activity Barometer Record h]High, US Real GDP & Real Private GDP Highest This Cycle-Meets Skepticism

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Indexes vs Portfolios

“Davidson” submits:

Across the investment cycle, every index composite is adjusted to reflect institutional interests. This always generates problems when comparing portfolio performance to any index as the cycle progresses.

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If It Goes Up, Valuation Goes Out The Window

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