Author: valueplays

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 […]

What Your “Numbers Sense”?

What Your “Numbers Sense”?

“Davidson” submits: Your “Numbers Sense” matters in the perception of economic growth. Growth has been and is far better than most believe. Real GDP was reported as revised higher from 3.2% growth to 3.5% growth for fiscal 3Q2016(ending June 2016). […]

Chemical Barometer Hits Cycle High

Chemical Barometer Hits Cycle High

“Davidson” submits: The question of the season “Is there anything behind the rise in market prices since the election?”   The answer lies in measures of economic activity. The answer is very a definite, “Yes!”. The Chemical Activity Barometer (CAB) […]

The Economy Is About to Accelerate

The Economy Is About to Accelerate

“Davidson” submits: The Household Survey employment report was 160,000 in November than in October. Light Vehicle Sales continued at a healthy 17.87mil SAAR (Seasonally Adjusted Annual Rate).The trends in the data continue to be very healthy for economic expansion. In […]