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It’s All About Employment

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Oil Prices Are Not an Economic Predictor

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TSA Traffic Continues to Rebound

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Historical Unemployment vs Recessionary Periods

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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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Residential Building/Employment Rebound

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Mobility Trends Reach Pre-COVID Levels

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Bearish Forecasts Still Not Backed By Actual Data

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The US Oil Situation

The price of oil is finally rising….it can go significantly higher

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The Economy Is About to Accelerate

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Wesbury on The Fed and Money Creation

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Davidson on Recessions Calls

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Employment Surges…..Expansion Continues

Almost 300k more jobs in December and both October and November revised up by 50k…….recession calls are nonsense. The stock market is NOT the economy. It gyrates for reasons wholly unrelated to the economy daily, weekly and monthly.