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Rising Pessimism and Solid Economic Data……..

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Hold? Fold? Buy?

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The Housing Situation

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Refinery Inputs Near Seasonal Low….Oil Inventories Grow….For now

Continue reading “Refinery Inputs Near Seasonal Low….Oil Inventories Grow….For now”
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Mortgage Credit About To Surge?

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Recession Fears Far Overblown

Continue reading “Recession Fears Far Overblown”
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Household Debt At Historic Low Levels

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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

Continue reading “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” ?

Continue reading ““Glut” or “Seasonal Build” ?”
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T-Bill/10yr Spread Is A Lesson In Behavioral Finance

Continue reading “T-Bill/10yr Spread Is A Lesson In Behavioral Finance”