by Ian Shephardson of Pantheon MacroEconomics The first indication that January’s warmer-than usual weather would boost economic activity was the spike in auto sales, reported on February 1. New unit car and light truck sales jumped nearly 18% month-to-month, taking sales to their highest level since May 2021. The retail sales data subsequently reported a 6.4% increase in nominal sales…
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US Equity Strategy: Equity Risk Premium, Market Multiple, Zero Rates, Liquidity Boom, Long Duration, Sustainable Income. The sharp ~30%...
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Keep it simple and know your ABC’s of investing: Always, Buy, Corrections!! If you would like to watch...
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