Coronavirus stimulus negotiations between House Speaker Nancy Pelosi and Treasury Secretary Steven Mnuchin are still very much on track. In…
Continue ReadingShort thesis for Patterson Companies from Bucephalus Research
ValueWalk is preparing for its fourth Contrarian Investor Virtual Conference in partnership with the Contrarian Investor Podcast and Breakout Point.…
Continue ReadingComments on September Housing Starts
Earlier: Housing Starts at 1.415 Million Annual Rate in September Total housing starts in September were below expectations, and starts…
Continue ReadingHousing Starts at 1.415 Million Annual Rate in September
From the Census Bureau: Permits, Starts and Completions Housing Starts:Privately-owned housing starts in September were at a seasonally adjusted annual…
Continue ReadingNew Article on Safe Withdrawal Rates Shows How Far We Have Come in 18 Years
Bill Bengen has written an important article on safe withdrawal rates for Financial Advisor. It is titled Bill Bengen Revisits…
Continue ReadingFree Webinar Tuesday: UCI Professor Chris Schwarz 2021 Economic and Financial Forecast at 2:00 PM ET
UCI Professor Chris Schwarz and I have presented together before. Always interesting! He will be offering his thoughts on the…
Continue ReadingDP Show: Black Monday and Big Blue (IBM)
In this episode of DecisionPoint, after reviewing the SPY and the DecisionPoint indicators, Carl gives us a history lesson on Black Monday…
Continue ReadingIs the Market Coming to a Head?
Today, the hope that the Economic Modern Family held onto coming into the week waned a bit, as the stimulus…
Continue ReadingOctober 19 COVID-19 Test Results
The US is now mostly reporting 700 thousand to 1 million tests per day. Based on the experience of other…
Continue ReadingGlobal Corporations Get Cracking On Oil & Gas Lending Exits
From zero to fifty, global financial corporations get cracking on major oil & gas lending exits Get Our Activist Investing…
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