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S&P vs T-Bill/10yr Rate Spread Update

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Increasing Capital Flow To International Equities May Lead to Dollar Fall

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Chemical Activity Indicates Higher Equity Prices Ahead

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The Government Has Officially Taken Both Sides of The Argument

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Recession Calls…..Still Wrong

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Fed To Raise in March?? Now Likely

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Selection v Expectations

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Berkowitz Responds

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Chemical Activity Barometer Still Rising…..Equity Markets Should Also

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Markets Are Not Open to Simple Interpretations

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Oil Situatiion

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Dallas Fed’s Miss On The “Natural Rate”

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Employment Reports Indicate Higher Equity Markets

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Is GDP Really “Weak”?

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Real Estate Pricing Reflects Shifting Global Dynamics