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Housing and GDP

Dodd/Frank has caused the distortions we see in the housing market. 

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1995 Redux?? (updated)

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“Davidson” on CVS

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Market Trading 10yr . vs Inflation Expectations

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S&P Intrinsic Value Index Update

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Jobless Claims vs Household Employment Hit Record Low

Last month the media said rising rates were going to cause a recession. This month rates are falling and they say that is predicting a recession.  No wonder people are confused and worried. Which is it? Neither…..