Categories Articles People Don’t Recognize De-Regulation IS Fiscal Stimulus Post author By ToddSullivan Post date October 10, 2019 Continue reading “People Don’t Recognize De-Regulation IS Fiscal Stimulus” Tags davidson, regulation
Categories Articles Inventory Rises With Refinery Input Slowdown…..No Sign Consumption Falling Post author By ToddSullivan Post date October 9, 2019 Continue reading “Inventory Rises With Refinery Input Slowdown…..No Sign Consumption Falling” Tags davidson, oil
Categories Articles The Fed Will “Follow” TBill Rates Lower And Cut .25% Post author By ToddSullivan Post date October 9, 2019 Continue reading “The Fed Will “Follow” TBill Rates Lower And Cut .25%” Tags china, davidson, fed, tblill
Categories Articles Household Survey Employment Adds 391,000, Vehicle SAAR 17.23M Units Post author By ToddSullivan Post date October 4, 2019 Continue reading “Household Survey Employment Adds 391,000, Vehicle SAAR 17.23M Units” Tags davidson, employment, spy, vehicle sales
Categories Articles Sentiment vs Data…. The Expansion Continues Post author By ToddSullivan Post date October 2, 2019 Continue reading “Sentiment vs Data…. The Expansion Continues” Tags cab, davidson, pmi, spy, truck tonnage
Categories Articles The Basis for Increase In Negative Rates Seen In The Yuan vs US$ vs Trade Weighted US$ Relationship Post author By ToddSullivan Post date October 1, 2019 Continue reading “The Basis for Increase In Negative Rates Seen In The Yuan vs US$ vs Trade Weighted US$ Relationship” Tags davidson, lira, negative rates, trade, us dollar, yuan
Categories Premium Articles $17T In Negative Debt…… What’s Next? Post author By ToddSullivan Post date September 30, 2019 Continue reading “T In Negative Debt…… What’s Next?” Tags davidson, fed, interest rates, negative yield, sovereign debt
Categories Articles S&P 500 Intrinsic Value Index Update Post author By ToddSullivan Post date September 27, 2019 Continue reading “S&P 500 Intrinsic Value Index Update” Tags davidson, S&P value investor index, spy
Categories Articles Rate Cut? Post author By ToddSullivan Post date September 16, 2019 Continue reading “Rate Cut?” Tags auto sales, davidson, employment, fed, retail sales, tbill
Categories Articles Higher & Higher Post author By ToddSullivan Post date September 13, 2019 Continue reading “Higher & Higher” Tags davidson, real personal income, retail sales
Categories Articles PMI (Sentiment) vs CAB (Data) Post author By ToddSullivan Post date September 12, 2019 Continue reading “PMI (Sentiment) vs CAB (Data)” Tags cab, davidson, pmi
Categories Articles T-Bill/10yr Treasury Spread Rising Sharply After Panic. What’s Next? A Lesson In Market Psychology Post author By ToddSullivan Post date September 11, 2019 Continue reading “T-Bill/10yr Treasury Spread Rising Sharply After Panic. What’s Next? A Lesson In Market Psychology” Tags 10yr, davidson, dollar, fed funds, spy, trade, yuan
Categories Articles US Oil Inventories Falling Farther Below 5yr Average, Demand Not Slowing Post author By ToddSullivan Post date September 11, 2019 Continue reading “US Oil Inventories Falling Farther Below 5yr Average, Demand Not Slowing” Tags davidson, oil
Categories Articles Employment, Vehicle Sales, Real Personal Income & The S&P Value Index Post author By ToddSullivan Post date September 6, 2019 Continue reading “Employment, Vehicle Sales, Real Personal Income & The S&P Value Index” Tags cab, davidson, employent, vehicle sales
Categories Articles Higher Oil = Higher Equity Prices Post author By ToddSullivan Post date September 5, 2019 Continue reading “Higher Oil = Higher Equity Prices” Tags davidson, oil