Author: valueplays

If Housing Accelerates…..The Entire Economy Will Also

If Housing Accelerates…..The Entire Economy Will Also

Single-Family Housing activity drives employment, commodity prices, retail sales and professional services. When it corrects this sector’s impact is significant. When it expands, it impacts the entire country positively. The past 7yrs has seen many restrictions on this sector. One […]

The Fed Cannot “Control” Economic Activity

The Fed Cannot “Control” Economic Activity

“Davidson” submits: Little understood is the relationship between the Fed Funds rate and economic activity. Many opinions tend to obscure what has actually occurred over our financial history. Once one has examined the many data series available, only one relationship […]

U.S. Economy & Dollar Strength

U.S. Economy & Dollar Strength

Davidson and I disagree to an extent on real estate. I think certain sectors are due to fall or flattening (apartments are overbuilt for example) but I see the sector in general having years of growth ahead of it. The […]

Comey A “Black Swan”? Not So Much……..

Comey A “Black Swan”? Not So Much……..

“Davidson” submits: Friday, Oct 28th, 2016 saw an FBI announcement and the market slip ~1% before recovering somewhat. There has been considerable discussion including whether this was a “ Black Swan ”. It was not! “ Black Swan ” is […]

Is The Digital Economy Causing GDP Mismeasurment?

Is The Digital Economy Causing GDP Mismeasurment?

So I posed the following question to “Davidson” during one of our conversations.  “Is the economy growing faster than we think?” ….. “Is the change to a more digital economy causing us to “miss” growth?” “Davidson” When people say the […]