As we move closer to the November election, the politicians are likely feeling the pressure, especially President Donald Trump. On…
Continue ReadingBlack Knight: Number of Homeowners in COVID-19-Related Forbearance Plans Declined Sharply
Note: Both Black Knight and the MBA (Mortgage Bankers Association) are putting out weekly estimates of mortgages in forbearance. This…
Continue ReadingOctober 8 COVID-19 Test Results
The US is now mostly reporting 700 thousand to 1 million tests per day. Based on the experience of other…
Continue ReadingChartwise Women: Bullish Setups in Small-Caps!
Enjoy the little things! In this week’s edition of Chartwise Women, Mary Ellen and Erin share the best ways to…
Continue ReadingA Treasury Bond Extreme
On several occasions, I have written about an extreme being hit in the weekly COTR (CFTC Commitment of Traders Report). I…
Continue ReadingHow the gig economy is benefiting unemployment claims
The gig economy has provided support to those on unemployment during the COVID-19 pandemic, according to a study from the…
Continue Reading6 Months Into the Pandemic, Americans’ Finances Are Hurting
After six month and counting of high unemployment, lost wages, and economic shutdowns as a result of the COVID-19 pandemic,…
Continue ReadingWorm Capital Up 373% In Last 12 Months; Q3 Late On The Disruption “Super Cycle”
Worm Capital commentary for the third quarter ended September 30, 2020, discussing the disruption super cycle. Get The Full Ray…
Continue ReadingBlack Bear Value Fund LP 3Q20 Letter: Long Armstrong World
Black Bear Value Fund letter to investors for the third quarter ended September 30, 2020, discussing their top 5 long…
Continue ReadingAAR: September Rail Carloads down 9.7% YoY, Intermodal Up 7.1% YoY
From the Association of American Railroads (AAR) Rail Time Indicators. Graphs and excerpts reprinted with permission. U.S. rail volumes in…
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