“Davidson” submits:
CAB hit new high this week, the earnings surge predicted by this index 14mos ago in US Industrial Sector is being reported today.
Tag: spy
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T-Bills, Earnings and the US Dollar
“Davidson” submits:
T-Bill rates on a sharp rise as positive EPS surprise markets. T-Bill rates now at 1.17% and exceed Effective Fed Funds at 1.16%.
“Davidson” submits:
US$ has continued its dive towards the long-term trend in the 65-70 range using this Trade Weighted Index.
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Wages, Inflation & Retail Sales
“Davidson” submits:
For 8yrs part of the conversation has centered around a weak recovery and weak Hourly Wage Growth.
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Pessimism Is infectious
“Davidson” submits:
Pessimism is infectious. Disasters are what drives us to listen to news and drives us to media to learn more. We worry that bad things could happen.
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S&P Intrinsic Value Update
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The Dollar Signaling Global Improvement
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