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S&P 500 Intrinsic Value Index Update

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Real Private GDP Update

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Housing and GDP

Dodd/Frank has caused the distortions we see in the housing market. 

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Recession Talk is Mythology

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Real GDP & Real Private GDP Higher on Fiscal Policies..

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Real Private GDP, Currency Creation, Inflation & Corp Profits Trend Together But No Mathematical Relationship

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Calculating Real Private GDP For Value Investor Index

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US Dollar Remains The “Elephant In The Room”

“Davidson” submits:

Economic activity always is a composite of moving parts. Currently it appears we have more moving parts than usual. Indeed so! We have multiple policy shifts in the works with the potential for beneficial outcomes. But, if these occur, it will be likely a couple of years before the final outcomes are known with the path uncertain.

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Ignore The “News”…. The Facts Speak For Themselves