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Reminder: The Fed FOLLOWS Rates, It Does Not SET Them

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LEI Following PMI Into Irrelevance

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Subs: Solid

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Subs: Take Private?

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Subs: Beat and A Raise

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The SPR has NOT Been Refilled

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Subs: Record Quarter

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Ignore PMI

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Subs: Solid Quarter….No One Is Noticing

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Subs: Spin

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Fed Cut? Not Now, But Soon

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Subs: Dividend Increase and Buyback

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Subs: Gas

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Sentiment and Reality Continue to Diverge

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When Will The Fed Cut

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