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Tag: spy
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The Market and The Economy Diverge
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Employment Surges…..Expansion Continues
Almost 300k more jobs in December and both October and November revised up by 50k…….recession calls are nonsense. The stock market is NOT the economy. It gyrates for reasons wholly unrelated to the economy daily, weekly and monthly.
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S&P Intrinsic Value Update
The market in no way is overvalued
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“Davidson” on Inflation and Pessimism
Capitalism in inherently deflationary. It’s primary goal is to produce more, better products at lower prices. THAT is deflationary. It is government spending which seeks none of the above that is inflationary. As spending wanes, inflation should remain low.
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Why The Pessimism??
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S&P 500 Intrinsic Value Update
There really is no reason for the Fed to hold off on rates hikes
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The Fallacy of “Dr. Copper”
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Retail Sales Continue Uptrend
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Employment Continues to Rise
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S&P 500 Intrinsic Value Index Update
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