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Economic Data Still in Uptrend

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Our Economy in Inherently Deflationary

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The Tower of Babel

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Insider Buying & S&P Intrinsic Value

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The Market and The Economy Diverge

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Housing, Employment & Chemical Index Point to Continued Expansion

Recession calls will once again be proved false……

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Davidson and Cooperman on the Market

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The “Madness of Crowds”

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Employment Surges…..Expansion Continues

Almost 300k more jobs in December and both October and November revised up by 50k…….recession calls are nonsense. The stock market is NOT the economy. It gyrates for reasons wholly unrelated to the economy daily, weekly and monthly.

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Relationship Between US Manufacturing and Yuan/US$ Exchange Rate

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“Davidson” on Inflation and Pessimism

Capitalism in inherently deflationary. It’s primary goal is to produce more, better products at lower prices. THAT is deflationary. It is government spending which seeks none of the above that is inflationary. As spending wanes, inflation should remain low.

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S&P 500 Intrinsic Value Update, Peak Oil?, Delinquencies

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Why The Pessimism??

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“Surprising” Jobs Report?

“Surprised”? Not if you’ve followed these pages for the past year or more… Today’s jobs data reflects on Wednesday’s post

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PMI Measures “Feelings” Not Hard Data