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Dollar and Oil Rising

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Natural Rate, 12mo Trimmed Mean PCE, LT Trend of Real US Private GDP

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Data Still Pointing to Higher Equity Prices

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Oil Going Still Higher

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T-Bill/10yr Treasury Spread Forecasts A Continuing Expanding Economy

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Oil, Economics and Risk

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Pessimism Up……..

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FANG vs The Market

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Value vs Momentum….. Investing’s “Oil and Water”

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Perception and Pricing

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Key Indicators Growing….

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Boeing’s Valuation Pop

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The Fed Is Behind The Market On Rates

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Now “Inflation” Is A Concern??

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Private Wealth Management

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