Author: valueplays

Chemical Activity Hits Record…Expansion To Continue

Chemical Activity Hits Record…Expansion To Continue

“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 […]

Interest Rates, The Federal Reserve & Recessions

Interest Rates, The Federal Reserve & Recessions

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 […]

US Dollar Normalization Is An Opportunity

US Dollar Normalization Is An Opportunity

US Dollar Normalization Is An Opportunity by Todd Sullivan “Davidson” submits: It seems paradoxical that the consistently strongest global economy can see its currency weaken over decades, but strengthen during shorter periods of global financial and geopolitical stress. While it […]