Today, in the Calculated Risk Real Estate Newsletter: Part 2: Current State of the Housing Market; Overview for mid-July 2025…
Continue ReadingWant Faster, Lower Risk Trades? Use This Setup
A good trade starts with a well-timed entry and a confident exit. But that’s easier said than done. In this…
Continue ReadingThe Seasonality Trend Driving XLK and XLI to New Highs
For those who focus on sector rotation, whether to adjust portfolio weightings or invest directly in sector indexes, you’re probably…
Continue ReadingSmall Caps Are Rotating In — Here’s Why It Matters
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 Reading