After months of whiplash sector swings, the market may finally be showing signs of settling down. In this video, Julius…
Continue ReadingFOMC Minutes: Rate Cut this year would “likely be appropriate”
Different views on possible rate cuts (see paragraph 2). From the Fed: Minutes of the Federal Open Market Committee, June…
Continue ReadingTSA: Airline Travel Mostly Unchanged YoY
Here are the daily travel numbers from the TSA. This data is as of July 8, 2025. Click on graph for larger…
Continue ReadingBreakout Watch: One Stock in Each Sector to Watch Now
When sector performance shifts gears from one day to the next, it’s best to be prepared with a handful of…
Continue ReadingPart 1: Current State of the Housing Market; Overview for mid-July 2025
Today, in the Calculated Risk Real Estate Newsletter: Part 1: Current State of the Housing Market; Overview for mid-July 2025…
Continue ReadingAnimal Spirits: A 25 Year Bull Market
Today’s Animal Spirits is brought to you by Cache Financials and Fabric: Today’s episode is brought to you by Cache…
Continue ReadingTariff Shock Spurs “Buy-the-Dip” Setups in Tesla and ON Semiconductor
Just when we thought tariff talk had gone quiet, it’s back on center stage. With the reciprocal tariff deadline landing…
Continue ReadingWholesale Used Car Prices Increased in June; Up 6% Year-over-year
From Manheim Consulting today: Wholesale Used-Vehicle Prices Increase in June Wholesale used-vehicle prices (on a mix, mileage, and seasonally adjusted…
Continue ReadingSmall Business Optimism Index decreased slightly in June
Note: Usually small business owners complain about taxes and regulations (currently 1st and 6th on the “Single Most Important Problem”…
Continue ReadingUpdate: Lumber Prices Up 26% YoY
This is something to watch again. Here is another monthly update on lumber prices. SPECIAL NOTE: The CME group discontinued…
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