Every chart says the exact same thing….oil is going higher. We are getting to “concerning” inventory levels now. the SPR has literally fallen off a […] [Read More...]
Subs: 111
This has been trashed along with everything else in the market. But, with a SOLID and SAFE 6.4% current yield (and rising!!!), one has to […] [Read More...]
Comps Skewed Due To COVID
; “Davidson” submits: Job Openings fell as Quits and Real Retail Sales hold steady but at excessive levels. Job Openings should be viewed as a […] [Read More...]
$200 Oil? It’s Not Absurd
Globally governments have attacked and opposed virtually every measure that would have guaranteed supply coming to market today. Now, and for the next several years […] [Read More...]
Crude Inventory Decline Accelerates
At every level, US fossil fuel inventories continue to decline. The decline in the SPR has accelerated. This is not getting better anytime soon……. ; […] [Read More...]
Subs: 3 More
“Triple annual dispensary revenue” with recent additions. Add 5mm sft of cultivation and this is gonna be huge… Be patient…. my timeline 3-4 years. Why […] [Read More...]
Buying Fast Rising Stocks Without Rising Profits or Growth Ends Bad
; ; “Davidson” submits: Every forecast leans defensive when expanding rate spread indicates a more aggressive investment stance. The question is more where one should […] [Read More...]
Delinquency Rates Remain Low
; ; “Davidson” submits: As a macro-indicator of financial stress, US delinquency rates in consumer and commercial accounts is useful even though this data is […] [Read More...]
GDP and E&P Give Mixed Signals
; “Davidson” submits: The Baker Hughes Rig Count rises by 3 oil rigs leaving the level of gas rigs unchanged. With crude and refined inventories […] [Read More...]
Subs: Permian Production to “Surge”
; This is great news for the three energy plays we hold, WMB, KMI, and TPL. Both KMI and WMB are major pipeline players in […] [Read More...]
Oil, DUC’s, Retail Sales and Inflation
It’s really odd seeing the media coverage and then looking at the data. The media tells us oil companies are not drilling, the data tell […] [Read More...]
Subs: Questionable….
This is worrisome. History is rife with acquisitions outside of one’s core competency that do not work out. At its core, HHC is a real […] [Read More...]
The T’s Rapid Rise
; “Davidson” submits: A rapid rise in 10yr Treas rates is occurring as capital moves into core economic issues. There is an investor shift in […] [Read More...]
Subs: Improving Results, Stagnant Stock…..I’m Buying
People get so caught up in daily stock prices they do not see what is happening right in front of them. I am perfectly happy […] [Read More...]
Subs: It’s Nice Seeing More Coverage
For a long time, it seemed I was the only one writing about IIPR. I love the fact more people are getting on board now […] [Read More...]
Employment, Temp Help & Vehicle Sales
; “Davidson” submits: The Household Survey Employment rises 548,000, Establishment Survey rises 678,000 with unemployment lower at 3.8%. Temporary help pushes higher and Light Weight […] [Read More...]
Subs: Nat Gas Hearings Coming Up
This is interesting: Full Committee Hearing To Review FERC’s Recent Guidance On Natural Gas Pipelines March 3, 2022 10:00 AM 366 Dirksen Senate Office Building […] [Read More...]
Subs: 105
People who think safe banking is going to unleash a flood of money into the cannabis space are going to be disappointed. Dispensaries will be […] [Read More...]
EIA and Forecasts
; I love the EIA for the data it provides but I have found them woefully inadequate when it comes to their forecasting and am […] [Read More...]
Revision Raises Employment Numbers
; ; “Davidson” submits: The Household Employment rises 1,199,000 and Establishment Survey rises 467,000 on major revision of employment series. Household data is not revised […] [Read More...]
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