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Low Inflation & High Employment…. Tariff Impacts?

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S&P Intrinsic Value Update

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Economies Drive Markets

Some of Davidson’s best work….

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The Dollar, Auto Sales and S&P 500 Intrinsic Value Update

“Davidson” submits:

Equity prices have a long history of rising on positive surprises. Many believe markets to be an ‘efficient’ pricing mechanism of all that is known and unknown. If they believe this, then it is surprising that they are willing to pay more for unexpected positive news.

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Now What? How High Could Momentum Investors Drive This Market?

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Employment, Retail Sales, Personal Income & S&P 500 Intrinsic Value

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S&P 500 Intrinsic Value Update

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Employment, Vehicle Sales, Job Openings, Value Index & the S&P 500

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Emotional vs Logical Investing

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S&P 500 Intrinsic Value Index Shows No Excess Valuation

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The Economy is A Mosaic and S&P 500 Intrinsic Value Update

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S&P Intrinsic Value Rises to 2,048

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The Market and The Economy Diverge

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S&P Intrinsic Value Update

The market in no way is overvalued

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S&P 500 Intrinsic Value Update