Author: valueplays

Is GDP Really “Weak”?

Is GDP Really “Weak”?

“Davidson” submits: US GDP just reported has been met with “Weaker than expected GDP!” There is even despair that the US has entered a permanently slow economy. This pessimism is more about not understanding the components of GDP and the […]

International Large Cap Recovery Under Way

International Large Cap Recovery Under Way

“Davidson” submits: Market psychology does not always follow economics. This has been the case with Intl Equities. In the face of a rising US$, this category has underperformed the economic growth present in Intl Equities. That the Eurozone Real GDP […]

Markets Do Not Peak Until Spread Shifts To Zero

Markets Do Not Peak Until Spread Shifts To Zero

“Davidson” submits: Keefe, Bruyette & Woods Bank Index (BKX) has a correlation to the T-Bill/10yr Treasury rate spread when the spread shifts to 0.0%. This is because lending by financial institutions is dependent not on rates per se, but on […]