Let’s just say he isn’t a fan…….
Tag: davidson
Let’s just say he isn’t a fan…….
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“Davidson” & The Effects of FAS 157
Good stuff. FAS 157 caused far too much pain and panic….
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"Davidson" & The Effects of FAS 157
Good stuff. FAS 157 caused far too much pain and panic….
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$$ Fundamentals Keep Improving…
Forget all the theories as to why the market keeps going higher, there really is only one reason. The fundamentals of our economy keep improving..
Perfectly simple solution……..which is why it will never be enacted…. unfortunately
Perfectly simple solution……..which is why it will never be enacted…. unfortunately
“Davidson” submits…
“Davidson” submits…
Makes sense…..
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"Davidson": The Case For REIT's $$
This goes to yesterday’s post on CRE. For those new here who are not ware of Davidson’s work, please do a simple “search” for it in the search box. Simply, Davidson is the person who in the middle of March in 2009, when fear was rampant said to me “I am going all in” ……. prescient
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“Davidson”: The Case For REIT’s $$
This goes to yesterday’s post on CRE. For those new here who are not ware of Davidson’s work, please do a simple “search” for it in the search box. Simply, Davidson is the person who in the middle of March in 2009, when fear was rampant said to me “I am going all in” ……. prescient
Sent from “Davidson”….. pessimism that contradicts reality is very healthy for a bull market. It lowers expectations and increases the “surprise” factor for earnings beats over lowered analysts predictions.
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"Davidson" on PMI $$
The recovery continues…..
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“Davidson” on PMI $$
The recovery continues…..