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Portfolio Shift (updated)

“Davidson” submits:

I am suggesting a major shift in portfolios today!

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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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Watch The T-Bill/10yr Spread…..

“Davidson” submits:

Most investors believe that ‘The Market’ knows more then they do. How high can the market rise if so many believe this about markets?

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“Davidson”: Markets Do Not Have A Math Solution

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

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Dollar and Oil Rising

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Data Still Pointing to Higher Equity Prices

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Oil Going Still Higher

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T-Bill/10yr Treasury Spread Forecasts A Continuing Expanding Economy

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Pessimism Up……..

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Key Indicators Growing….

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Boeing’s Valuation Pop

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The Fed Is Behind The Market On Rates

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Now “Inflation” Is A Concern??

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Indicators Pointing to Continued Growth