Auto Sales Accelerate….Will Employment Follow?
Below is the correlation between auto sales and employment. Note auto sales lead employment by roughly 2-3 months. Now, when … Read more
Below is the correlation between auto sales and employment. Note auto sales lead employment by roughly 2-3 months. Now, when … Read more
Total N. American rail traffic came in at 665k cars last week. Interesting was auto, which is now back to … Read more
“Davidson” submits: The inflation indicator from Dallas Fed (Trimmed mean PCE) reported at 1.8% for past 12mos. Inflation coupled with … Read more
“Davidson” Submits: Good example of how 2 indices using different criteria provide different results. The Chicago Fed is a soft … Read more
“Davidson” submits: New Housing Starts were reported yesterday and this caused some investors to sell the market down on the … Read more
Now, it usally does this time of year as it recovers from the post Christmas/New Year. What is of note … Read more
Filed under “timing is everything in life” Dec 22nd $ORCL came out with results that disappointed investors and in November net storage … Read more
the interesting things about the rebound in rail traffic is that it typically takes about 4 weeks from trough to … Read more
It been a while but the “$SHLD is going private drum beat is back”. I looked at this in 2008, and really … Read more
I’m going to keep pointing this stuff out….. Here is the back story. Last year in July or August, $BAC was asked … Read more
A lot of these jell with what we have been saying for a while. It all boils down to the … Read more
There has been a ton written and a lot of numbers thrown around regarding this ruling. We need to break … Read more
The Temp Staffing index finally fell last week, 4 weeks after it historically has. The index, however only fell to … Read more
By now you have heard about the drama at $CP (Canadian Pacific). Ackman and Pershing took a 14.2% stake in the company … Read more
By Todd Sullivan of Value Plays Last week we had Rail traffic breaking from trend and increasing as we approach the end of … Read more