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Are The Productivity Numbers Even Relevant?

“Free” stuff that increases our productivity (email, google maps, google search, twitter, stocktwits, customized news aggregators etc etc) are not counted in the official government numbers for “productivity”.

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Employment Trends Accelerating (updated 2:30 with Beige Book)

All but one state saw gains in October and gains are spread across all sectors

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Subs: Rail Traffic Throwing a Curve

The reality isn’t what the topline numbers suggest……

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Subs: Deal Closed

There was doubt on the last call from analysts this would close……..management was positive it would…

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Subs: Presentation

What is interesting about this is TopGolf, which normally garners only brief mention in earnings reports finally gets some space here….

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Subs: Cut

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PMI Measures “Feelings” Not Hard Data

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Subs: Landmark Redevelopment

It’s been a while and the approval process was excessively burdensome considering the current site is a blight but it will all be worth it as demand for this will be off the charts…….

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Are The Saudi’s Overproducing Oil?

Short answer? No 

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The Dollar Will Return to Trend

The long term the trend is down….and that is not a bad thing

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Subs: Life Up For Sale?

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Subs: Elliott Signs Confidentiality Agreement with ACAS

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Happy Thanksgiving Everyone….

Hoping your day is just fantastic

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ACAS Proposes Buying Back 16% – 27% of Shares by June

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S&P 500 Intrinsic Value Update