So I posed the following question to “Davidson” during one of our conversations. “Is the economy growing faster than we think?” ….. “Is the change to a more digital economy causing us to “miss” growth?” “Davidson” When people say the […]
Well, this did take long. Just a day after Fairholme filed an emergency motion requesting an order to force the government to turn over docs, Judge Sweeney granted it.
“Davidson” submits: The CAB(Chemical Activity Barometer) reports a new historic high of 115.15. The CAB, a new economic indicator introduced June 2012, has been effective as an indicator of economic activity spanning 1919-Present. It works well because it includes a […]
Fairholme has filed an “Emergency Motion for Enforcement of Order” with the Federal Court of Claims. On 9/20 Judge Sweeney denied in their entirety the government’s reasoning for keeping 56 documents privileged. The government has yet to comply with that […]
Oil as an economic indicator. “Davidson” submits: The $WTI and US$ have been in an inverse relationship since 2001. In my experience this was due to Momentum Investor algorithms which were following the ‘Dr. Copper’ concept that traders had deployed […]
Interest Rates, The Federal Reserve & Recessions by Todd Sullivan “Davidson” submits: The past 12mos has seen many a ‘high profile’ investor forecast that a recession is imminent. This is the consensus view. Some claim it is driven by economic […]
The number of sales dipped slightly, total dollar value unchanged, listings up 11% and prices hit a new record……just when oh god will the carnage end???? Pending sales are up 10% so October is already off to a strong start…. […]