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Wages, Inflation & Retail Sales
“Davidson” submits:
For 8yrs part of the conversation has centered around a weak recovery and weak Hourly Wage Growth.
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Subs: Income and Jobs
Both are rising and the consumer’s balance sheet is in the best shape it’s been in for the last 30yrs……
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Record US Household Employment
“Davidson” submits:
The US Employment Situation reported today indicated the economic expansion from 2009 continues. The Household Survey Employment level hit a record 153,168,000 individuals employed. The Jobs Openings data of last month forecasted we should have expected higher employment.
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Subs: Thursday’s Links
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$65 A Barrel?
“Davison”” has been saying oil inventories are not doing what people think they are for some time now.…..seems other are now catching on.
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Pessimism Is infectious
“Davidson” submits:
Pessimism is infectious. Disasters are what drives us to listen to news and drives us to media to learn more. We worry that bad things could happen.
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Subs: FHFA Goals
I’m not sure how these goals are met if Fannie and Freddie are privatized…..
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Subs: Wednesday’s Links
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Subs: A Boost
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Subs: A Pause?
This is a great article on the desperate need for additional pipeline capacity. The lack of ability to move the crude they are producing is hurting the Canadian economy. Canadian oil royalties are computed as such:
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SPR Inventory Coming Down
“Davidson” submits:
There was mention of not needing as much US Strategic Petroleum Reserve as Trump took office. Looks like the current administration is taking steps to draw down the SPR, now down ~13mil BBL since the EIA March 31, 2017 report. Add this to the normal inventory volatility which occurs with the seasonal shut-down and maintenance and we have seen a total draw of 36,029,00 BBL
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Subs: The Media and Stock Prices
“Davidson” submits:
Investors seek certainty in a world in which dramatic changes seem to occur nearly daily.
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Insider Buys
“Davidson” submits:
One of the tools I use is to track insider activity. The most important aspect of investing on which few focus is the quality of the management team. I spend most of my time on research developing an understanding of corporate management’s skills and outlook. If one spends the time detailing management’s background, their business relationships and couples this to their business performance and cash commitments to future common stock performance, one can build an investment case for a business at a particular price range.