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Retail Sales Hit Record Levels Despite Falling Gas Prices

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Subs: Friday’s Links

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Subs: 33% Dividend increase

The best part is there is plenty more of these to come. For those who bought when we first wrote about this in August 2018, you are now getting a 6% yield on your invested capital and are up almost 170% in the stock itself.

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Fed History Suggests Rate Cut Coming

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Subs: Jana Takes 9.5% Stake

TopGolf is the prize here….

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Subs: Is There Growth?

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Refining Inputs Still Below Historical Averages

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Subs: FHFA Report to Congress

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Employment Demand Reaches New High

Not a very recessionary signal…..

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Subs: Calling BS

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Subs: New Buy

This is a neat little company ($490M market cap) growing at a great clip selling for a VERY reasonable price….

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Subs: Podcast

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Why Markets Don’t “Predict”…..Recession Fears Turn On A Dime

We keep hearing on TV “the stock market is predicting…….”. The problem is markets go up and down every single day. In the short term, they predict nothing

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Housing and GDP

Dodd/Frank has caused the distortions we see in the housing market.