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Pessimism and Fundamentals Continue Their Mismatch

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New Orders & Retail Sales Motor Vehicle & Parts vs Lt Weight Vehicle SAAR and the Manheim Index All Positive

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Subs: Finally

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Subs: Increase

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Why Are We Continuing To Raid The SPR?

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Inflation Steady….Recession Risk Continues to Fall

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PRESTO! Now It’s A Bull Market

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The Raid on the SRP Continues

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10yr to Continue Rising?

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The Great Myth: Oil vs Inflation

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Pessimism Still Rising

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Subs: Competition Waning

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The Disconnect

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Subs: Adding

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Subs: It’s Happening…..

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