Author: valueplays

Chemical Activity Indicates Higher Equity Prices Ahead

Chemical Activity Indicates Higher Equity Prices Ahead

“Davidson” submits: The Chemical Activity Barometer (CAB), a leading economic indicator created by the American Chemistry Council (ACC), posted its strongest year-over-year gain in nearly seven years. The 5.5 percent increase over this time last year reflects elevated consumer and […]

Recession Calls…..All Are Still Wrong

Recession Calls…..All Are Still Wrong

“Davidson” submits: Vehicle Sales were released last week at 17.47mil SAAR(Seasonally Adjusted Annual Rate). Employment reports released today were higher than the average forecast. The Household Survey Employment reported 152,528,000, 447,000 than last month’s report. It is the trend which […]

Oil Situation

Oil Situation

“Davidson” submits: US Oil Production rose by 70,000 BBL/DAY Imports rose to new high of 9.37mil BBL/DAY Total US Production+ Imports rose to 18.35mil BBL/DAY(historical high) Refinery Inputs fell sharply to 15.8mil BBL/DAY down sharply from early Jan level 17.1mil […]

Dallas Fed’s Miss On The “Natural Rate”

Dallas Fed’s Miss On The “Natural Rate”

We’ve been hearing a bit more about the “natural rate” lately.  Long time readers here know that Davidson has been covering it on these pages for several years now. The Dallas Fed recently released the following paper on it: Dallas […]