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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

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18 Months Of Constant Recession Calls And No Recession……

We’ve been “in the late innings” of this economic expansion it seems for years. The last 18 months have featured almost daily recession predictions…..ALL have been wrong

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Employment Demand Reaches New High

Not a very recessionary signal…..

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Why Markets Don’t “Predict”…..Recession Fears Turn On A Dime

We keep hearing on TV “the stock market is predicting…….”. The problem is markets go up and down every single day. In the short term, they predict nothing

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Housing and GDP

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

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1995 Redux?? (updated)

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Market Trading 10yr . vs Inflation Expectations