Category: Articles
Categories
No Sign Of Slowdown
Ignore the market action today……better economic results lead to higher markets over time…
Categories
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.
Categories
“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…
Categories
Insider Buying Spiking
Categories
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
Categories