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Category: Articles
This is a great chat and a very good overview…..this investment has already worked out well (we are up >40%) and I think there is plenty more upside
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What Oil Bears Are Missing
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“Davidson” on Real Estate
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Chemical Activity Accelerating….
This is one of the most reliable market predictors……..if it holds, we aren’t even close to the end of the rising market…
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The Oil Situation
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Barchart Offer….
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BAC….gains of 300%, 35%, 450% gains
AIG….140%, 130% gains Â
HHC…. 250% gain
AAPL…..180%, 85% and 83% gains
CODI…. 220% gain
We’ve also cashed in on:
GGP… 4200% gains……that’s not a typo
MCD…382% gain
IGOI….320% gain
DOW….. 476% gain
ACAS…… 455% gain
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S&P 500 Intrinsic Value Index Update
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Housing Starts Still Historically Anemic
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The US Oil Situation
The price of oil is finally rising….it can go significantly higher
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The Fed Gets Ready To Follow Markets
We’ve addressed our feelings on the uselessness of CAPE before but I am seeing it being used frequently once again so it is time to revisit….
In fact, the WSJ just referred to it again…..CAPE hasn’t “worked” in over a decade at predicting anything (not that it ever really did)…it.s time to put it to bed
We need to put to bed once and for all the notion the Fed is ahead of things and set rates to lead the market. It simply follows the market’s lead…..
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Economies Drive Markets
Some of Davidson’s best work….
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Private GDP Continues It’s Rise
GDP came in at 3% today despite two hurricanes……..that means we ought to see Q4 above 3% also as reconstruction begins. It’ll be the first time we’ve seen 3% plus growth for three consecutive quarters since before the financial crisis.