June 2015 Investor Letter

posted in: Uncategorized | 0

Below is a letter that is written monthly for the benefit of Avondale Asset Management’s clients. It is reproduced here for informational purposes for the readers of this blog.  If you are interested in receiving this letter monthly by email, … Continued

Comps are About to Get Tougher

posted in: Uncategorized | 0

Last week in Ford’s monthly sales call the automaker noted that auto sales would likely be flat for the industry in March versus the year before.  They noted that this was partially due to a difficult comparison versus the prior … Continued

A Rare Y/Y Decline for CPI

posted in: Uncategorized | 0

Last week the BLS reported that headline CPI fell from one year ago.  This is primarily because energy prices have fallen.  Core CPI (which excludes food and energy) has not registered the same slowdown. Even though food and energy prices … Continued

1 2 3 4 5 82