Author: valueplays

Media Misleads on Consumer Debt

Media Misleads on Consumer Debt

You’ve seen the stories today about consumer debt and the media ringing alarm bells…..but is it true? Of course not This goes to the 2008-09 hangover. Everyone wants to be the first to call the next “top” in something so […]

Economic Trends Still Positive

Economic Trends Still Positive

“Davidson” submits: A flurry of economic measures indicate that the US economy continues to expand even with the Fed placing additional roadblocks to Single-Family Home sector. My positive outlook remains decidedly contrarian to consensus.   1)      Vehicle Sales SAAR(Seasonally Adjusted […]

The Real Private Economy Growing ~3%

The Real Private Economy Growing ~3%

Private Economy is doing well “Davidson” submits: The Real Private Economy is the Real GDP minus Government Expenditure & Investment. When viewed long term with either a mathematical regression line(DOTTED BLACK LINE) or a line drawn with my experiential judgement(DASHED […]

GSE Litigation Call Audio

This is REALLY good as it explains the various arguments in the GSE litigation and how the Appellate Court judges reactions during arguments might foreshadow their potential ruling. LINK HERE 

The Dollar & International Equities

The Dollar & International Equities

This is a good time to review the action of the US$ on International Equities for US investors. Recent notes have focused on the correlation of oil and the Trade Weighted US$ Index Major Currencies. Below in the 1st chart […]

FannieGate: Perry Appeal Transcript

FannieGate: Perry Appeal Transcript

Reading this through I think the worst that happens for plaintiffs is the case is sent back to Lamberth with directions that a full administrative record must be supplied….. Plaintiff lawyers got very little pushback on that when they listed […]

Housing Recovery on Track

Housing Recovery on Track

“Davidson” submits: “Single-family housing starts in March were at a rate of 764,000; this is 9.2 percent (±10.3%)* below the revised February figure of 841,000.” https://www.census.gov/construction/nrc/pdf/newresconst.pdf   “U.S. housing starts fell more than expected in March and permits for future […]