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S&P 500 vs Vanguard Interm Treasury

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US Dollar vs Global Currencies

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Bitcoin Can Never Be A Currency

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What Recession???

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The Dollar and Trade

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Oil Update

The numbers below do not take into account Exxon restarting Baytown very soon that will take another 600,000bbl/day off the market.

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Again, Central Banks Do Not Set Rates…. They Follow Them

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E&P Index Hits Highs and Baytown Restarting

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No Sign Of Slowdown

Ignore the market action today……better economic results lead to higher markets over time…

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Hindsight: The Most Valuable Investment Tool

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S&P 500 Intrinsic Value Update

If your gonna compare the current market to the last two bubble we had (internet and housing), you’re gonna have to wait until the S&P 500 hits 4700 (and earnings stay flat) before we can start having that conversation.

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“Davidson” on Smuckers

“Boring” can be so profitable…..

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Today’s Durable Goods Number Does Not Indicate Recession

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Insider Buying Spiking

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FANG, S&P 500, Danaher