Chemical Activity Hits Record

“Davidson” submits:

CAB reaches another historical high.  After pausing 12mos (Mar 2015-Apr 2016) the CAB has reached a series of successive new highs since. Employment levels, Real Retail Sales and Real Personal Income have also trended thru a series of successive new highs.


Trump’s win has every Momentum Investor falling over themselves as they shift from abject pessimism to nearly unbridled optimism. Commodity prices and 10yr Treasury rates have risen sharply with this change in expectation. Value Investors have been and remain invested. The rise in the infrastructure and related issues thus far is likely to be met with higher gains the next few years.


Brian Wesbury issued new commentary: Big Boom for Stocks


About the Author

Todd Sullivan is a Massachusetts-based value investor and a General Partner in Rand Strategic Partners. He looks for investments he believes are selling for a discount to their intrinsic value given their current situation and future prospects. He holds them until that value is realized or the fundamentals change in a way that no longer support his thesis. His blog features his various ideas and commentary and he updates readers on their progress in a timely fashion. His commentary has been seen in the online versions of the Wall St. Journal, New York Times, CNN Money, Business Week, Crain’s NY, Kiplingers and other publications. He has also appeared on Fox Business News & Fox News and is a contributor. His commentary on Starbucks during 2008 was recently quoted by its Founder Howard Schultz in his recent book “Onward”. In 2011 he was asked to present an investment idea at Bill Ackman’s “Harbor Investment Conference”.