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S&P Intrinsic Value Update

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Higher Oil Prices Coming

Continue reading “Higher Oil Prices Coming”
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S&P vs T-Bill/10yr Rate Spread Update

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Increasing Capital Flow To International Equities May Lead to Dollar Fall

Continue reading “Increasing Capital Flow To International Equities May Lead to Dollar Fall”
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Chemical Activity Indicates Higher Equity Prices Ahead

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The Government Has Officially Taken Both Sides of The Argument

Continue reading “The Government Has Officially Taken Both Sides of The Argument”
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Recession Calls…..Still Wrong

Continue reading “Recession Calls…..Still Wrong”
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Fed To Raise in March?? Now Likely

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Selection v Expectations

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Berkowitz Responds

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Chemical Activity Barometer Still Rising…..Equity Markets Should Also

Continue reading “Chemical Activity Barometer Still Rising…..Equity Markets Should Also”
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Markets Are Not Open to Simple Interpretations

Continue reading “Markets Are Not Open to Simple Interpretations”
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Oil Situatiion

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Dallas Fed’s Miss On The “Natural Rate”

Continue reading “Dallas Fed’s Miss On The “Natural Rate””
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Employment Reports Indicate Higher Equity Markets

Continue reading “Employment Reports Indicate Higher Equity Markets”