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Opportunity…..Not Concern

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Another Non-Recessionary Data Point

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Insider Buying Picking Up

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Rising Pessimism and Solid Economic Data……..

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Hold? Fold? Buy?

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The VIX And Investment Timing

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Can One Make Sense Of Illogical & Scary Markets?

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S&P Intrinsic Value Index….. We Are Nowhere Near “Bubble” Territory

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Data Still Overwhelmingly Positive

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JOLTS Revised Higher

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S&P Intrinsic Value & Update

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Bull Market Likely To Continue

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Chemical Activity Barometer Record h]High, US Real GDP & Real Private GDP Highest This Cycle-Meets Skepticism

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Indexes vs Portfolios

“Davidson” submits:

Across the investment cycle, every index composite is adjusted to reflect institutional interests. This always generates problems when comparing portfolio performance to any index as the cycle progresses.