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Big Jump in Corporate Capex Coming?

Big Jump in Corporate Capex Coming?

“Looking forward, we should expect capex growth to surge based on the leading indicators and the macro/thematic backdrop. At the margin this should help the recovery, while the trends in tech vs commodity capex may yield clues on the market outlook.” ...
Mastercard Moving Well

Mastercard Moving Well

Shares of Mastercard have been hemmed in by its 50D moving average since early May.  With today’s 2.2% gain the stock is beginning to put some distance on this key indicator.  MA is setting up well for a retest of the 2021/ATH’s($401.50). Tidbits:  MA is...
Numbers, Just Numbers

Numbers, Just Numbers

“Here’s the CDC’s own Numbers from their Website! 78% of the deaths were people who were obese & averaging 2.9 comorbidities. This isn’t now and was never a serious threat to healthy people, certainly not children! NUMBERS DON’T LIE” We got hoodwinked...
They’ve Been Wrong About Everything

They’ve Been Wrong About Everything

“The Wuhan debacle shows what happens when public health institutions have too much power, and the media plays mouthpiece rather than watchdog. Truth suffers. So does trust.” “It’s(Ivermectin) the most effective antiviral agent we have,” Dr. Paul E. Marik,...
Not Since the ’70’s

Not Since the ’70’s

From the desk of Otavia Costa: “Last time real yields reached such low levels was in 70s and policy makers called for a war on inflation. Today, they are welcoming it.  In fact, the “transitory” propaganda has never been louder. This is perhaps the most bullish...