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Market Psychology and Oil

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“Davidson”: Markets Do Not Have A Math Solution

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Subs: Analyst Day, Reactions & More Good News (updated)

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Chemical Activity, Job Openings and Temp Help at Record High

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Where Does Inflation Come From? Hint: Not Oil!!

Continue reading “Where Does Inflation Come From? Hint: Not Oil!!”
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Dollar and Oil Rising

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Natural Rate, 12mo Trimmed Mean PCE, LT Trend of Real US Private GDP

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Data Still Pointing to Higher Equity Prices

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Oil Going Still Higher

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T-Bill/10yr Treasury Spread Forecasts A Continuing Expanding Economy

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Oil, Economics and Risk

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Pessimism Up……..

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FANG vs The Market

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Value vs Momentum….. Investing’s “Oil and Water”

Continue reading “Value vs Momentum….. Investing’s “Oil and Water””
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Perception and Pricing

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