Category: Articles
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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…
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Insider Buying Spiking
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FANG, S&P 500, Danaher
We’ve been “in the late innings” of this economic expansion it seems for years. The last 18 months have featured almost daily recession predictions…..ALL have been wrong
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Fed History Suggests Rate Cut Coming
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Employment Demand Reaches New High
Not a very recessionary signal…..
We keep hearing on TV “the stock market is predicting…….”. The problem is markets go up and down every single day. In the short term, they predict nothing