The Fed Reacts To Higher Interest Rates, It Does Not Lead Them Higher
“Davidson” submits: Some ideas remain market lore because so many in the rush to adjust investments in the context of … Read more
“Davidson” submits: Some ideas remain market lore because so many in the rush to adjust investments in the context of … Read more
“Davidson” submits: We have many decades of the myth at the Federal Reserve controls interest rates and economic outcomes: Confusion … Read more
Davidson” submits: “In the world of investing, . . . nothing is as dependable as cycles.” Howard Marks wrote this … Read more
“Davidson” submits: There have been many who have said that hiring this time around were all Temp Emp and low … Read more
“Davidson” submits: The Household Survey employment report was 160,000 in November than in October. Light Vehicle Sales continued at a … Read more
“Davidson” submits: Since the election outcome, markets have been swirling with change. The shifts in certain areas have been massive. … Read more
“Davidson” submits: With the sharp rise in price this morning DE offers less yield. The combination is still attractive when … Read more
“Davidson” submits: CAB reaches another historical high. After pausing 12mos (Mar 2015-Apr 2016) the CAB has reached a series of … Read more
Single-Family Housing activity drives employment, commodity prices, retail sales and professional services. When it corrects this sector’s impact is significant. … Read more
“Davidson” submits: Little understood is the relationship between the Fed Funds rate and economic activity. Many opinions tend to obscure … Read more
The economy has not changed a bit since the election……what is changing and changing fast is sentiment. Refer to this … Read more
History tells us that markets do not peak till we have had a period of economic and stock market optimism. … Read more
Davidson and I disagree to an extent on real estate. I think certain sectors are due to fall or flattening … Read more
“Davidson” submits: Friday, Oct 28th, 2016 saw an FBI announcement and the market slip ~1% before recovering somewhat. There has … Read more
So I posed the following question to “Davidson” during one of our conversations. “Is the economy growing faster than we … Read more