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Offense vs. Defense: How Geopolitical Tensions Shape Market Trends

As the cycle of uncertainty continues to yield confusion than clarity, investors are again caught having to decide between taking…

June 24, 2025 admin
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ICE First Look at May Mortgage Performance: “Delinquencies Hold Steady and Foreclosure Sales Rise to Highest Level Since Early 2023”

From Intercontinental Exchange: ICE First Look at Mortgage Performance: Delinquencies Hold Steady and Foreclosure Sales Rise to Highest Level Since…

June 24, 2025 admin
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Hotels: Occupancy Rate Decreased 2.4% Year-over-year

From STR: U.S. hotel results for week ending 14 June The U.S. hotel industry reported mostly negative year-over-year comparisons, according…

June 24, 2025 admin
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Newsletter: Case-Shiller: National House Price Index Up 2.7% year-over-year in April

Today, in the Calculated Risk Real Estate Newsletter: Case-Shiller: National House Price Index Up 2.7% year-over-year in April Excerpt: S&P/Case-Shiller…

June 24, 2025 admin
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Case-Shiller: National House Price Index Up 2.7% year-over-year in April

S&P/Case-Shiller released the monthly Home Price Indices for April (“April” is a 3-month average of February, March and April closing…

June 24, 2025 admin
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A Very Early Look at 2026 Cost-Of-Living Adjustments and Maximum Contribution Base

The BLS reported earlier this month: The Consumer Price Index for Urban Wage Earners and Clerical Workers (CPI-W) increased 2.2…

June 23, 2025 admin
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AI Stocks Ignite Again—Where Smart Money is Heading Next

In this video, Mary Ellen opens with a look at the S&P 500, noting that the index remains above its…

June 23, 2025 admin
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Everybody Wants Alts

Last week I wrote about The Relentless Ask, which is the name I gave to describe the megatrend of alternative…

June 23, 2025 admin
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This Week’s Earnings Watch: Turnarounds and Momentum Plays

This week, we’re keeping an eye on three major stocks that are reporting earnings. Two of them have been beaten…

June 23, 2025 admin
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Newsletter: NAR: Existing-Home Sales Increased to 4.03 million SAAR in May; Down 0.7% YoY

Today, in the CalculatedRisk Real Estate Newsletter: NAR: Existing-Home Sales Increased to 4.03 million SAAR in May; Down 0.7% YoY…

June 23, 2025 admin
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