Tag: davidson
Categories
Retail Sales Hold Strong
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Rates, Inflation, Market Valuation
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S&P 500 Intrinsic Value Update
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S&P Intrinsic Value Update
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TSA Traffic
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IPO Frenzy
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Retail Sales Fall
Again, two viewpoints here. I am negative and “Davidson” more optimistc. I have long said I viewed the “V” recovery in much of the data simply due to suppressed demand for fundamental/essential items and inventory restocking post spring/summer lockdowns.