Tag: davidson

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Has Oil Replaced “Dr. Copper” As “The” Indicator?

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Interest Rates, The Fed & Recessions

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Employment, Retail Sales, Personal Income & S&P 500 Intrinsic Value

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Dollar Normalization Is An Opportunity

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Analyzing Economic Activity “Like Reading A Novel”

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Rental Bubble Forming?

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Economic Activity, “Credit Spread” and Markets

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Investing Metheod

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S&P 500 Intrinsic Value Update

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“Inflation is always and everywhere a monetary phenomenon”

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Subs: A Basic Investing Process

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S&P 500 Intrinsic Value Update

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Markets as a “Human System” & Value Investing

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Housing and Chemicals

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CNBC “Experts” Say Retail Sales “Awful”….. Really?

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