Could they go positive in 2018???
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Subs: Hughes (updated)
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Subs: AIG (updated)
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Subs: Platform (updated)
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Subs: Chesapeake (updated)
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Subs: WMB (updated)
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Subs: Oil Demand rising
Oil has the potential to make a big jump up in price relatively soon
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Economies Drive Markets
Some of Davidson’s best work….
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Subs: FDC
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Subs: Seventh Circuit Audio
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Private GDP Continues It’s Rise
GDP came in at 3% today despite two hurricanes……..that means we ought to see Q4 above 3% also as reconstruction begins. It’ll be the first time we’ve seen 3% plus growth for three consecutive quarters since before the financial crisis.
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Subs: Thursday’s Links
A new tower, residents moving in, Apple pay partnership and FERC
There is no better CEO in the golf business than Chip Brewer……period
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Subs: “Case Has Merits”
This is fascinating because if this case succeeds, everything the FHFA has done and agreed to with Treasury then become suspect and challengeable.
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Subs: “Follow The Cash”
“Davidson” submits:
Sam Zell wrote in his 2017 “Am I Being Too Subtle?”, pg 51: