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Market beating performance, Analysis and Opinions
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Page 73
technology
market
“Nominal” Manufacturing ISM
Mehabe
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May 3, 2021
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market
Corp Bond Summary
Mehabe
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April 30, 2021
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Real Personal Income Ex-Transfers
Mehabe
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April 30, 2021
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market
About that strong 1Q growth, hmmm.
Mehabe
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April 30, 2021
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market
Money Multiplier, S&P 500
Mehabe
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April 29, 2021
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market
Negative convexity risk writ large.
Mehabe
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April 29, 2021
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market
Discretionary Spending v S&P 500
Mehabe
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April 29, 2021
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market
Business Fixed Investment v Non-Def Ex-Air DGO
Mehabe
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April 29, 2021
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market
Consumption, % After-Tax Income (Average Annual Expenditure) These 4 account for 60%.
Mehabe
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April 28, 2021
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market
Applied to YoY CPI. Model trained on 1947-1983 data. R=0.94. If so inclined, pyEDM is being used in
Mehabe
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April 28, 2021
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