Fannie Mae: The Government Has Officially Taken Both Sides of The Argument
FHFA is structured the same way as the CFPB. Ths is ripe that our government is arguing one is legal and … Read more
FHFA is structured the same way as the CFPB. Ths is ripe that our government is arguing one is legal and … Read more
“Davidson” submits: Vehicle Sales were released last week at 17.47mil SAAR(Seasonally Adjusted Annual Rate). Employment reports released today were higher … Read more
Our investment world is not simple. It is never open to simple interpretation. Often, what we think is occurring today … Read more
“Davidson” submits: US Oil Production rose by 70,000 BBL/DAY Imports rose to new high of 9.37mil BBL/DAY Total US Production+ … Read more
We’ve been hearing a bit more about the “natural rate” lately. Long time readers here know that Davidson has been … Read more
“Davidson” submits: US Employment reports indicate that the economic uptrend continues. While the Household Survey(Emp) fell by ~30,000, other indicators, … Read more
“Davidson” submits: US GDP just reported has been met with “Weaker than expected GDP!” There is even despair that the … Read more
Davidson and I disagree here on some points. I print both opinions because I think Davidson is brilliant (but nobody … Read more
“Davidson” submits: The Chemical Activity Barometer(CAB) for Jan 2017 rises to a new record high at 116.14. The CAB history … Read more
“Davidson” submits: Market psychology does not always follow economics. This has been the case with Intl Equities. In the face … Read more
“Davidson” submits: Keefe, Bruyette & Woods Bank Index (BKX) has a correlation to the T-Bill/10yr Treasury rate spread when the … Read more
Economic news continues to remain positive. Employment rose more in Dec 2016 as Light Vehicle Sales recorded a record high … Read more
Every investor wants to know, “How high will markets go and when will they get there?” The simple answer is, … Read more
“Davidson” submits: Your “Numbers Sense” matters in the perception of economic growth. Growth has been and is far better than … Read more
“Davidson” submits: The question of the season “Is there anything behind the rise in market prices since the election?” … Read more