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T-Bill/10yr Treasury Spread Rising Sharply After Panic. What’s Next? A Lesson In Market Psychology

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Job Openings Have Stalled…..Warning?

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Low Inflation & High Employment…. Tariff Impacts?

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Real Personal Income Hits Record

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Real Private GDP Update

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Oil Update

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Chemical Activity Continues To Rise

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S&P 500 vs Vanguard Interm Treasury

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What Recession???

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The Dollar and Trade

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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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Insider Buying Spiking

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FANG, S&P 500, Danaher