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Today’s “Worry”: Trade War, 1929 Crash…..Yada Yada Yada

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Psychology, Economic Activity and Prices

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“Davidson” & Shiller’s Data

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The Fog of Volatility

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S&P Intrinsic Value Update

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Davidson on The Dollar and Equities

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CAB Climbs Higher, Equity Markets To Follow

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Chemical Activity Accelerating….

This is one of the most reliable market predictors……..if it holds, we aren’t even close to the end of the rising market…

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Economic Indicators Illustrate Accelerating Economy

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S&P 500 Intrinsic Value Index Update

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The US Oil Situation

The price of oil is finally rising….it can go significantly higher

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People Still Using CAPE for Valuation?? (updated)

We’ve addressed our feelings on the uselessness of CAPE before but I am seeing it being used frequently once again so it is time to revisit….

In fact, the WSJ just referred to it again…..CAPE hasn’t  “worked” in over a decade at predicting anything (not that it ever really did)…it.s time to put it to bed

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Economies Drive Markets

Some of Davidson’s best work….