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…
Continue ReadingFree Webinar Today: UCI Professor Chris Schwarz Economic and Market Update at 2:30 PM ET
UCI Professor Chris Schwarz and I have presented together before. Always interesting! He will be offering his thoughts on the…
Continue ReadingFed Remains Ready to Step In: FOMC Preview
In terms of a market impact, expectations are low for the outcome of the Federal Open Market Committee’s meeting tomorrow.…
Continue ReadingHVS: Q2 2020 Homeownership and Vacancy Rates
The Census Bureau released the Residential Vacancies and Homeownership report for Q2 2020. It is likely the results of this…
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