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Lockdowns & Equity Flows

Continue reading “Lockdowns & Equity Flows”
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S&P 500 Intrinsic Value Update

Continue reading “S&P 500 Intrinsic Value Update”
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Mind Over Matter

 

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Growth vs Value

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Rates Rising, Spreads Rising & US Dollar at Pre-COVID Levels

Continue reading “Rates Rising, Spreads Rising & US Dollar at Pre-COVID Levels”
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Work From Home the New Normal?

Continue reading “Work From Home the New Normal?”
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The Best and ONLY Cannabis Stock I own

Continue reading “The Best and ONLY Cannabis Stock I own”
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Employment Rises

Continue reading “Employment Rises”
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Money Market Funds Indicator

Continue reading “Money Market Funds Indicator”
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Sales and Inventories

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Inflation?

Continue reading “Inflation?”
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Rates and The Yield Curve Rise

Continue reading “Rates and The Yield Curve Rise”
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S&P 500 Intrinsic Value Index Update

Continue reading “S&P 500 Intrinsic Value Index Update”
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Markets Follow…..They Do Not Lead

Continue reading “Markets Follow…..They Do Not Lead”
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Inventory to Sales Ratio at Historic Lows

Continue reading “Inventory to Sales Ratio at Historic Lows”