There’s very little that we could have predicted about how the world would respond to the COVID-19 pandemic — and…
Continue ReadingMcConnell: Liability Protection Is A Key To The 2020 Election
First on CNBC: CNBC Transcript: Senator Mitch McConnell speaks with CNBC’s Kayla Tausche on “Closing Bell” today about the GOP’s…
Continue ReadingAnimal Spirits: The Golden Age of Fraud
On today’s show we discuss: My plumber story Everyone’s a day trader now Existing home sales are red hot Special…
Continue ReadingWednesday: FOMC Meeting, Pending Home Sales
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…
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