Category: Articles
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Davidson and Cooperman on the Market
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The “Madness of Crowds”
For my money Warren is demonstrates everything that is wrong with Congress and is as dishonest, probably more than anyone there. She typically relies solely on populist rhetoric that is well, factually false….
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ACAS Solicits Offers
This has been a long time coming……
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Employment Surges…..Expansion Continues
Almost 300k more jobs in December and both October and November revised up by 50k…….recession calls are nonsense. The stock market is NOT the economy. It gyrates for reasons wholly unrelated to the economy daily, weekly and monthly.
The more things change they more they stay the same….
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ACAS Repurchases 8% in Q4
40% of the stock repurchased so far and Elliot involved.…
I know of no other commodity known to such hyperbole as oil is…..from “peak” to “glut” in a couple years… I think I heard recently we were “choking on oil”
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S&P Intrinsic Value Update
The market in no way is overvalued
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12 Guesses for 2016
Seems obligatory to do this…..Anyway it is fun to look back and see which (if any) actually come true…..
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“Davidson” on Inflation and Pessimism
Capitalism in inherently deflationary. It’s primary goal is to produce more, better products at lower prices. THAT is deflationary. It is government spending which seeks none of the above that is inflationary. As spending wanes, inflation should remain low.
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I, Pencil….
Never get tired of reading this….