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Tag: davidson
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The Dollar and Trade
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Oil Update
The numbers below do not take into account Exxon restarting Baytown very soon that will take another 600,000bbl/day off the market.
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No Sign Of Slowdown
Ignore the market action today……better economic results lead to higher markets over time…
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S&P 500 Intrinsic Value Update
If your gonna compare the current market to the last two bubble we had (internet and housing), you’re gonna have to wait until the S&P 500 hits 4700 (and earnings stay flat) before we can start having that conversation.
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“Davidson” on Smuckers
“Boring” can be so profitable…..
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Insider Buying Spiking
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FANG, S&P 500, Danaher
We’ve been “in the late innings” of this economic expansion it seems for years. The last 18 months have featured almost daily recession predictions…..ALL have been wrong