Tag: davidson

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Inventory Rises With Refinery Input Slowdown…..No Sign Consumption Falling

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The Fed Will “Follow” TBill Rates Lower And Cut .25%

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Household Survey Employment Adds 391,000, Vehicle SAAR 17.23M Units

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Sentiment vs Data…. The Expansion Continues

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The Basis for Increase In Negative Rates Seen In The Yuan vs US$ vs Trade Weighted US$ Relationship

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$17T In Negative Debt…… What’s Next?

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S&P 500 Intrinsic Value Index Update

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Rate Cut?

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Higher & Higher

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PMI (Sentiment) vs CAB (Data)

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T-Bill/10yr Treasury Spread Rising Sharply After Panic. What’s Next? A Lesson In Market Psychology

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US Oil Inventories Falling Farther Below 5yr Average, Demand Not Slowing

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Employment, Vehicle Sales, Real Personal Income & The S&P Value Index

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Higher Oil = Higher Equity Prices

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Recession Caterwauling Increases

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