Hedge Fund Manager, Owner of ValuePlays and Angel Investor
Contributor's Links: ValuePlays Rand Strategic Partners

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Todd Sullivan is a Massachusetts-based value investor and a General Partner in Rand ... more

ALL CONTRIBUTIONS

Data Vs. Headlines
There is a mix of headlines everyday investors must sort through. Most of these are emotional responses often a panic FOMO either a buy or a sell that would benefit one’s portfolio.
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Truck Tonnage Near Pre-COVID Levels
Trucking Tonnage Index (TTI) was reported at 115.3 or 1.3% below June 2019. This report reflects a similar recovery in the Rail Intermodal traffic which was est to be ~2% below June 2019 level.
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Rail Traffic Rebounds
Intermodal Rail Traffic is another hard count economic indicator (as opposed to prices that are dependent on market psychology). Current trends provide support for a more rapid economic recovery than many expect.
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Retail Sales Rebound
Retail Sales surprise on the upside, higher by a month-over-month 7.5% improvement. This is nearly a full recovery to pre-COVID-19 levels.
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Money Flows Suggest Continued Investment Into US Markets
The St. Louis Fed has issued revised US indices the past 12 months taking into account services as well as goods with the inception 2006.
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Annual Update Federal Register: Good News …
The Federal Register (FR) data is released annually mid-year for the prior year. This is one of the least noticed data releases yet remains the most important market and inflation indicator yet to be recognized.
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STOCKS I FOLLOW

TWEETS

PERSONAL BLOG

Latest Posts
New Buy Coming Monday…
The next pick comes out Monday after the close... Our last two purchases are up 114% (bought in Aug) and 4% (bought in Jan)
Subs: Friday’s Links
Despite rumors, GE won’t be cutting the dividend. The exact level of GE’s dividend may change (up or down) but that may be a function of what is done with the businesses.

Work Experience

Angel investor
DailyWorth.com, Inc.
January 2014 - Present (6 years 9 months)
Backer
Backer of Follow Friday the Film
June 2012 - Present (8 years 4 months)
Angel Investor
Mile High Organics
October 2012 - Present (8 years)
Founder & General Partner
Rand Strategic Partners
January 2010 - Present (10 years 9 months)
Owner, Editor, Writer
ValuePlays
January 2007 - Present (13 years 10 months)

Education

State University of New York College at Cortland
BS
1986 / 1990
Management Science, Economics

Publications