Todd Sullivan | TalkMarkets | Page 35
Hedge Fund Manager, Owner of ValuePlays and Angel Investor
Contributor's Links: ValuePlays Rand Strategic Partners
Todd Sullivan is a Massachusetts-based value investor and a General Partner in Rand Strategic Partners. He looks for investments he believes are selling for a discount to their intrinsic value given their current situation and future prospects. ...more

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Markets As A “Human System” & Value Investing
buying and selling opportunities occur far less frequently than what many believe and promote in the media. Investing with economic and business fundamentals is called ‘Value Investing’.
Corvex Seeks To Replace Williams Companies Board. Does Meister Actually Have A Plan?
Activist Meister has set his sights on replacing WMB board. Is this a good or a bad thing?
Housing And Chemicals
Monthly Supply of New Homes looks good but is not, while Chemical Activity Barometer which is a good overall indicator reaches record highs. Economic activity is not uniform and it is important to invest selectively.
CNBC "Experts" Say Retail Sales "Awful… Really?
They say a picture is worth a thousand words….does the chart below look "awful"?
The Reason Global Markets Are Rising Is Painfully Simple
Market psychology once it builds momentum can be a powerful force on market prices, but for the most part it does not impact economic fundamentals.
Oil Update… "Inflation Bet" Coming?
The single trend most telling in the US data is Imports. If the world is awash in oil, why has the US Import data risen even as US Production has fallen 1.2mil BBL/Day the past 12 mos?
"Productivity" Isn’t Bad… We Are Just Measuring It Wrong In The Digital Age
There is so much pessimism that it feels like one could spiral down a hole and never recover. Reality is opposite! What we are experiencing is an incredible negative ‘group-think’ based on broad economic misperception.
Employment, Vehicle Sales, Job Openings, Value Index & The S&P 500
Employment measures including current employment levels and those early indicators reflecting new employment creation continue to trend higher.
The Dollar And Equities
The US$ varies in its relationship with global currencies. Many believe that a strong US$ is good for the US. Data tell us the opposite.
Chemical Activity Forecast Higher Markets
The thesis is pretty simple….chemicals are in everything. If global chemical activity is growing then global GDP is growing then equity markets, which are in no way overvalued, will follow higher.
Realistic Return Expectations?
Most investors have unrealistic expectations when it comes to market returns. Thinking that one should be able to achieve unrealistic returns often mentioned as achievable in the media leads to taking much higher risks than most can afford.
Herbalife FTC Settlement Detailed
It's no longer "business" as usual at Herbalife...
A “Top”? Not Yet
Market psychology has long been discussed by forecasters as a leading economic indicator. It is not! Market psychology follows economic tends. During periods of economic expansion, investors can take several years to turn optimistic.
Two Headwinds
There are 2 major man-made headwinds, the tight credit market and the excessively strong US$. Both are likely to ease as we go forward, because we have always normalized credit and currencies over time.
Thoughts On Brexit
‘Brexit’ is not a reason for financial collapse. It is more a rebellion against perceived undue regulation in what was the most Free Market in the EU, the UK.
Was There Really Excess Oil Production?
U.S. oil production has fallen to 8.622mil BBL/Day(roughly 1mm BBL/Day lower than June 2015 peak of 9.61mil BBL/Day)with falling prices.
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