Category: Articles
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IPO Frenzy
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Retail Sales Fall
Again, two viewpoints here. I am negative and “Davidson” more optimistc. I have long said I viewed the “V” recovery in much of the data simply due to suppressed demand for fundamental/essential items and inventory restocking post spring/summer lockdowns.
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Lockdowns & Equity Flows
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S&P 500 Intrinsic Value Update
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Mind Over Matter
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Growth vs Value
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Work From Home the New Normal?
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The Best and ONLY Cannabis Stock I own
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Employment Rises
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Money Market Funds Indicator
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Sales and Inventories
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Inflation?
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