Some of Davidson’s best work….
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Tag: davidson
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Private GDP Continues It’s Rise
GDP came in at 3% today despite two hurricanes……..that means we ought to see Q4 above 3% also as reconstruction begins. It’ll be the first time we’ve seen 3% plus growth for three consecutive quarters since before the financial crisis.
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Invest In Well Defined Behavior
“Davidson” submits:
You can’t forecast what you cannot see…or can you? People are more predictable than things.
Today’s jobs report showed a loss of US jobs. This is but hurricane induced a blipa All the underlying data continues to support a growing economy and thus equity markets.
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Dollar Rises As Capital Seeks Returns
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Rate Spread Positive for Equities
The 10yr/T-bill spread is telling a different story than the media….
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“Davidson”: Consensus v Reality
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The Dollar & Oil