“Davidson” submits: See 2017 Hedge Fund Letters. If I understand the US$/$WTI/Economic Expectations/Capital Risk-Reward relationship, Trump’s action against Syria, which is really an action against Russia, Iran, N. Korea, China efforts... Read More
“Davidson” submits: Get The Timeless Reading eBook in PDF Get the entire 10-part series on Timeless Reading in PDF. Save it to your desktop, read it on your tablet, or email... Read More
“Davidson” submits: Get Our Activist Investing Case Study! Get the entire 10-part series on our in-depth study on activist investing in PDF. Save it to your desktop, read it on your... Read More
“Davidson” submits: Get The Timeless Reading eBook in PDF Get the entire 10-part series on Timeless Reading in PDF. Save it to your desktop, read it on your tablet, or email... Read More
“Davidson” submits: See 2017 Hedge Fund Letters. Knowing that prices are reflections of market expectations of the future, do you trust the market perception of anticipated underlying financial performance of IRTC... Read More
“Davidson” submits: Get The Timeless Reading eBook in PDF Get the entire 10-part series on Timeless Reading in PDF. Save it to your desktop, read it on your tablet, or email... Read More
“Davidson” submits: [REITs] Check out our H2 hedge fund letters here. Fed well behind T-Bill rates. Fed will need 0.5% rise in Fed Funds to normalize spread to T-Bill rate which is... Read More
As odd as some of these concerns are, they serve a purpose in that having some skepticism in the market does serve a purpose in not letting things get too... Read More
“Davidson” submits: Check out our H2 hedge fund letters here. The employment reports have again positively surprised forecasters. The Household Survey rose by 785,000. Light Weight Vehicle sales continue to hold... Read More
“Davidson” submits: Check out our H2 hedge fund letters here. The issue has always been the T-Bill/10yr Treasury rate spread. Same for the worry today about a repeat of the 1929... Read More
“Davidson” submits: Check out our H2 hedge fund letters here. Interesting how the market responds to slight rise in US Crude Inv and ignores that we should be building while refineries... Read More
