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Buying Opportunity

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“Undetermined COVID Multiplier in Employment Data”

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It Actually Is A Little “Different” This Time

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Inflation: Policy Matters More Than M2

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Lockdowns & Equity Flows

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S&P 500 Intrinsic Value Index Update

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Oil Market Rationalizes Economic Activity

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Real GDP and Mfg GDP Under Different Tax and Regulatory Environments

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Real Personal Income Remains on Trend……..Higher

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GDP Slows…..Blame The Strong US Dollar

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Housing and GDP

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

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Mortgage Credit, Housing and GDP

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Real Private GDP Accelerating

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Real Private GDP, Currency Creation, Inflation & Corp Profits Trend Together But No Mathematical Relationship