Live’ GDP, Weekly Index, Jobs, Households, CAPEX & Optimism + Model Portfolios
The U.S. Economy in Real-Time via another sleek and even better high frequency data point which is highly complementary — it confirms or not the 2...
98 Views
U.S. GDP, FOMC Outlook & Financial Conditions + ‘POTUS’ Job Approval Rating
Dear all, 5 + 1 cherry picked Maverick Charts of the week say 10,000 words or more = the ‘How’ ! Table of contents = the ‘What’!
88 Views
Defense Contractors Backlog, Palantir, Mercado Libre, Wix + S&P 500 & New Fed Chair
Table of contents = the ‘What’! Executed in a succinct manner with the aim of a high density of ideas, because great research respects the reader’s...
102 Views
Berkshire Buying Back Stock = Stock Undervalued!
As I anticipated in my preview report three weeks ago, Berkshire’s share repurchases proved to be a big surprise. Moreover, my forecast was not...
99 Views
SpaceX & Berkshire, Fair Isaac, Blackrock, Margin Loans + S&P 500 ATHs & Valuation
SpaceX (SPCX) and Berkshire Hathaway (BRK), naturally not an apples to apples comparison, but a very ‘valuation’ kind of comparison and food for...
105 Views