Next Wave Of Housing Demand…Renters
“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
Trade, Deregulation, Taxes & Sanctions
“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
So Much Good News… Just Ignore Politics
“Davidson” submits: [REITs] Q2 hedge fund letters, conference, scoops etc One of most intense arguments, ongoing for this cycle, has been hourly wage growth and which political party is doing the most... Read More
Chemical Activity Barometer Record High, US Real GDP & Real Private GDP Highest This Cycle-Meets Skepticism
“Davidson” submits: US Real GDP & Real Private GDP highest this cycle-meets skepticism [REITs] Q2 hedge fund letters, conference, scoops etc Economists the past couple of months have shifted GDP forecasts sharply higher... Read More
Indexes vs Portfolios
“Davidson” submits: Across the investment cycle, every index composite is adjusted to reflect institutional interests. This always generates problems when comparing portfolio performance to any index as the cycle progresses. Get... Read More
The Oil Situation
So far we are up 78% in out DTO short…. Q2 hedge fund letters, conference, scoops etc I think there is still plenty more gains in store for it. “Davidson” submits: The current... Read More
If It Goes Up, Valuation Goes Out The Window
“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
Gold, Oil & Inflation
“Davidson” submits: Investing is about assessing major policy changes and guessing the future direction of events which drive market psychology which sets market prices. Always a work in progress! Get The... Read More
Soybean Prices & Media Tariff Hype
“Davidson” submits: Soybean prices, tariffs? What is the truth to the current media football? The facts are presented in the Trade Weighted US$ Major Currency vs. Soybean Prices history. From 1973,... Read More
Crude Inventory Below 5 Year Average
“Davidson” submits: [REITs] Q2 hedge fund letters, conference, scoops etc 1st: US Crude Inv drops to 405mil BBL vs 5yr mov avg of 426mil BBL. With the market focus on this relationship, I... Read More
Portfolio Shift
“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
I, Pencil… A Classic…
Hat Tip to “Davidson” for this…. 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... Read More
Economics In One Lesson [Book Review]
Here is a section of the book that applies more than a bit to today…. There is no more persistent and influential faith in the world today than the faith... Read More
US Dollar Remains The “Elephant In The Room”
“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
Watch The Treasury-Bill / 10 Year Treasury Rate Spread…
“Davidson” submits: [REITs] Q1 hedge fund letters, conference, scoops etc, Also read Lear Capital: Financial Products You Should Avoid? Most investors believe that ‘The Market’ knows more then they do. How high... Read More
Fannie Shareholders Please Read
Reprinted with permission from Atty Christian Herzeca: By User:AgnosticPreachersKid (Own work) [CC BY-SA 3.0], via Wikimedia Commons Summary 1-If the Net Worth Sweep is vacated, approximately $190 billion of FNMA and FMCC senior... Read More
Market Psychology And Oil
“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
Markets Do Not Have A Math Solution
“Davidson” submits: Q1 hedge fund letters, conference, scoops etc, Also read Lear Capital: Financial Products You Should Avoid? Part of nearly every economic and market prediction today are based on patterns... Read More
Ignore The “News”… The Facts Speak For Themselves
“Davidson” submits: Household Survey employment rose by 293,000, Lt Weight Vehicle Sales est at 16.8 million SAAR (new reporting makes this number uncertain till they have been officially reported end... Read More
Where Does Inflation Come From? Hint: Not Oil!!
Davidson at his best……. Q1 hedge fund letters, conference, scoops etc, Also read Lear Capital: Financial Products You Should Avoid? “Davidson” submits: Inflation’s source has seemingly confused many for decades and continues... Read More
Packaged Goods & The Dollar
“Davidson” submits: Q1 hedge fund letters, conference, scoops etc, Also read Lear Capital: Financial Products You Should Avoid? The general market perception is consumers have turned away from Branded packaged goods.... Read More
Chemical Activity, Job Openings And Temp Help At Record High
“Davidson” submits: Understanding where market prices are likely to be months and years ahead can only be anticipated by analysis of economic/business fundamentals. Market prices reflect investor psychology, i.e. market... Read More
