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Subs: Analyst Day, Reactions & More Good News (updated)

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Chemical Activity, Job Openings and Temp Help at Record High

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Where Does Inflation Come From? Hint: Not Oil!!

Continue reading “Where Does Inflation Come From? Hint: Not Oil!!”
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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

Continue reading “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

Continue reading “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

Continue reading “Oil, Economics and Risk”
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Pessimism Up……..

Continue reading “Pessimism Up……..”
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FANG vs The Market

Continue reading “FANG vs The Market”
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Value vs Momentum….. Investing’s “Oil and Water”

Continue reading “Value vs Momentum….. Investing’s “Oil and Water””
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Perception and Pricing

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Key Indicators Growing….

Continue reading “Key Indicators Growing….”
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Boeing’s Valuation Pop

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