Wednesday:• At 7:00 AM ET, The Mortgage Bankers Association (MBA) will release the results for the mortgage purchase applications index.…
Continue ReadingZillow Case-Shiller Forecast: Year-over-year House Price Growth to Slow Slightly in June
The Case-Shiller house price indexes for May were released earlier today. Zillow forecasts Case-Shiller a month early, and I like…
Continue ReadingJuly 28 COVID-19 Test Results
Note: California is having a data problem today, so the case and test counts are low for California. California Department…
Continue ReadingBullish on Gold, but Getting Nervous
On Monday, gold rallied above the top in 2011 and made new, all-time highs. I’ve been more or less bullish…
Continue ReadingSector Spotlight: Seasonality and RRGs
It’s a very full show on this episode of Sector Spotlight. After a quick overview of what happened in asset classes…
Continue ReadingCongress Is Preparing To Clash With Big Tech Giants
Whitney Tilson’e email to investors discussing that the congress is preparing to clash with big tech; fire & fawning; tech…
Continue ReadingHEALS Act: More Needed to Support Small Businesses
With the majority of small businesses out of PPP dollars and unemployment benefits ending this week, the piecemeal bills that…
Continue ReadingHEALS Act revealed with more coronavirus stimulus checks
Editor’s note: This article contains the latest news on the coronavirus stimulus package. It’s updated regularly with news about coronavirus…
Continue ReadingDoes the Media Affect the Stock Market?
A listener asks: I was curious if you ever wrote topics focused around the media‘s influence on the capital markets.…
Continue ReadingUpdate: A few comments on the Seasonal Pattern for House Prices
CR Note: This is a repeat of earlier posts with updated graphs. A few key points:1) There is a clear…
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