Author: valueplays

Analyzing Economic Activity “Like Reading A Novel”

Analyzing Economic Activity “Like Reading A Novel”

Analyzing Economic Activity “Like Reading A Novel” by Todd Sullivan “Davidson” submits: Analyzing economic activity is like reading a novel being written in real time. The best stories have major plots and multiple sub-plots. Economies like stories include personalities driven […]

Photo by Speaker resources

Wesbury On The Fed And Money Creation

Wesbury On The Fed And Money Creation by Todd Sullivan, So, so many people truly to not get what the fed does or how it affects the money supply. Wesbury does a great job here explaining it and explaining why […]

Economic Activity, “Credit Spread” And Markets

Economic Activity, “Credit Spread” And Markets

Economic Activity, “Credit Spread” And Markets by Todd Sullivan “Davidson” submits: There has long existed a relationship which matters greatly to economic activity. That relationship is called “The Credit Spread”. Money has been lent for thousands of years based on […]

CC Investments Masters Class, used with permission

Investing Method

“Davidson” submits: I spent the weekend doing a screening of the R2000. The method is to look at each companies price history over 15yrs+ and get a sense of long-term growth. I found about 50 names which I then reviewed […]

S&P 500 Intrinsic Value Update

S&P 500 Intrinsic Value Update

“Davidson” submits: Employment and Vehicle Sales reported this week remain on long-term trends. The ‘on-again’/’off-again’ discussions leading into these reports and even the vigorous discussion about the details as to what it all means shows that predicting single-month reports remains […]