Dodd/Frank has caused the distortions we see in the housing market.
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Category: Articles
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1995 Redux?? (updated)
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“Davidson” on CVS
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S&P Intrinsic Value Index Update
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…..
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Capital Leaving China….
The news we’ve been waiting for…..
I said since day one I never thought existing shareholders would be wiped out….
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Insider Buying
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The Employment Demand Index
Still in a sharp uptrend….signals no recession in sight
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Another Recession Scare
I think we are at the point that when we see negative headlines we now instantly think “what’s the real story”
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Mortgage Credit, Housing and GDP
This is the main reason I like KMI and WMB so much…