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Subs: Open

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Subs: 64

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Subs: Next Week

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2020 In The Rearview Mirror, Looking Forward to 2021

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TSA Traffic

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Historical Unemployment vs Recessionary Periods

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Investing Is Neither Simply “Science” or “Math”

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IPO Frenzy

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Retail Sales Fall

Again, two viewpoints here. I am negative and “Davidson” more optimistc.  I have long said I viewed the “V” recovery in much of the data simply due to suppressed demand for fundamental/essential items and inventory restocking post spring/summer lockdowns.

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Lockdowns & Equity Flows

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Subs: 24% Dividend Increase…..Yield on Investment Now 13%

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S&P 500 Intrinsic Value Index Lookback

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Subs: The “Human System” and Investing

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Subs: It’s O’Reilly

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S&P 500 Intrinsic Value Update

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