Ignore the market action today……better economic results lead to higher markets over time…
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Author: ToddSullivan
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S&P 500 Intrinsic Value Update
If your gonna compare the current market to the last two bubble we had (internet and housing), you’re gonna have to wait until the S&P 500 hits 4700 (and earnings stay flat) before we can start having that conversation.
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“Davidson” on Smuckers
“Boring” can be so profitable…..
We have several investments in the Permian that will profit for decades because of this…….
As we’ve been saying for a while now, as refining inputs increased to more normal levels, inventories would fall…