Ed Terino – SeaChange International CEO – Interview
This is a great chat and a very good overview…..this investment has already worked out well (we are up >40%) … Read more
This is a great chat and a very good overview…..this investment has already worked out well (we are up >40%) … Read more
“Davidson” submits: I am a long-term investor with the goal of taking advantage of long-term market cycles which can last … Read more
Davidson and I have disagreed on real estate for some time now. My take is that we are woefully short … Read more
“Davidson” submits: What is interesting is that the pessimists have ignored the drop in US crude inventories which are now … Read more
This is one of the most reliable market predictors……..if it holds, we aren’t even close to the end of the … Read more
I remain short DTO (read the prospectus on it, they’ll will tell you it is). It is a flawed ETF … Read more
The Yellen Fed has been painfully slow to ratchet rates up to levels required by the US economy. As “Davidson’s” … Read more
“Davidson” submits: Employment and vehicle sales for November indicate a continuation of the trend established in 2009. GDP has had … Read more
This indicator, taken with the CAB has been perfection since “Davidson” first introduced us to the Index in early 2009. … Read more
Dodd-Frank and other restrictive lending legislation have hampered the housing recovery. There is plenty of demand for homes but when … Read more
The price of oil is finally rising….it can go significantly higher “Davidson” submits: The US Oil Situation reports from the … Read more
“Davidson” submits: History often reveals truths which counter the myths of near term thinking. The phrase, “This time is different”, … Read more
We need to put to bed once and for all the notion the Fed is ahead of things and set … Read more
Some of Davidson’s best work…. [activintinvesting] “Davidson” submits: One of the most difficult tasks investors face is assessing the mass … Read more
GDP came in at 3% today despite two hurricanes……..that means we ought to see Q4 above 3% also as reconstruction … Read more