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Subs: No Worries
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Subs: “Best Positioned”
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Subs: Friday’s Links
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Soybeans & Media Tariff Hype
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Crude Inventory Below 5yr Avg
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Portfolio Shift (updated)
“Davidson” submits:
I am suggesting a major shift in portfolios today!
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Subs: Deal this Week?
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Subs: West Windsor Development
So the wife was down in NJ this weekend (for our boys hockey) and had a leak in one of the tires. As she was dropping them off at the hockey rink, she asked me to find the nearest Chevy dealership so she could get it fixed. When I googled it, I saw this:
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“Econonmics in One Lesson”
Here is a section of the book that applies more than a bit to today….
“Davidson” submits:
Economic activity always is a composite of moving parts. Currently it appears we have more moving parts than usual. Indeed so! We have multiple policy shifts in the works with the potential for beneficial outcomes. But, if these occur, it will be likely a couple of years before the final outcomes are known with the path uncertain.
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Subs: Pipeline Growth
There are 16 of them and I cannot disagree with a single one. This comes from a 1994 lecture he did.