Author: Davidson

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Analysts Continuously Missing Trends With GE Aerospace

Continue reading “Analysts Continuously Missing Trends With GE Aerospace”
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Industrial Production Post Cycle High: Past 3 mos Revised Higher

Continue reading “Industrial Production Post Cycle High: Past 3 mos Revised Higher”
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Real Retail Sales Revised Higher

Continue reading “Real Retail Sales Revised Higher”
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Historical Context for Current Events

Continue reading “Historical Context for Current Events”
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Is A Rate Hike Certain? Not So Fast….

Continue reading “Is A Rate Hike Certain? Not So Fast….”
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Tariffs Having Positive Effect Employment

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Industrial Production Reaches New high

Continue reading “Industrial Production Reaches New high”
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Rate Fears Overblown

Continue reading “Rate Fears Overblown”
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PMI Rises

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Correlated Market Psychology: PMI and Retail Money Funds

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Is the Dollar Weakening???

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Job Openings Rising

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PMI Drops

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PMI and the Yield Curve Correlation

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Consumer Delinquencies Remain At Comfortable Levels

Continue reading “Consumer Delinquencies Remain At Comfortable Levels”