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S&P Intrinsic Value Update

The market in no way is overvalued

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12 Guesses for 2016

Seems obligatory to do this…..Anyway it is fun to look back and see which (if any) actually come true…..

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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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I, Pencil….

 

Never get tired of reading this….

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S&P 500 Intrinsic Value Update, Peak Oil?, Delinquencies

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Corker Slips “Jump Start” Act in Omnibus Bill…..It’s Irrelevant

Let’s look at the scenarios here and get a sense of what this bills says and does and does it really matter?