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Media Headlines vs Fundamentals

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Market Information Hierarchy

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30yrs. Of Recession Calls That Weren’t

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Look At The Big Picture……Buy Equities

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Information and Panic In The Digital Age

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Unusually High Pessimism In A Period Of Strong Economic Growth-Blame Algorithms

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Policy Matters…..

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Oil Update

I still maintain we may be in store for considerably higher oil prices in 2020…

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Chemical Barometer Revised Higher