valueplays
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Value Briefs
Employment, Vehicle Sales, Real Personal Income & The S&P Value Index
Higher Oil = Higher Equity Prices
Recession Caterwauling Increases
E&P Activity At A High, E&P Efficiency Slows
Wealth Shaming
Job Openings Have Stalled… Warning?
Low Inflation & High Employment… Tariff Impacts?
US Dollar vs Global Currencies
The Fed Could Do Nothing
Why Oil Is Going Higher
Again, Central Banks Do Not Set Rates… They Follow Them
Hindsight: The Most Valuable Investment Tool
Value Isn’t Dead…It’s Misunderstood & Oversimplified
S&P 500 Intrinsic Value Update
Every investment cycle becomes distorted by Momentum Investors. This cycle it is FANG-type issues
An Investing Process Using CVS As An Example
Fed History Suggests Rate Cut Coming
Retail Sales Hit Record Levels Despite Falling Gas Prices

