Note: This index is a leading indicator primarily for new Commercial Real Estate (CRE) investment. From the AIA: Architecture billings…
Continue ReadingThe Ord Oracle July 21, 2020
SPX Monitoring Purposes: Sold 7/21/20 at 3257.30= gain 1.01%; Long SPX on 7/17/20 at 3224.73. Monitoring Purposes GOLD: Long GDX…
Continue ReadingComments on June Existing Home Sales
Earlier: NAR: Existing-Home Sales Increased to 4.72 million in June A few key points: 1) Existing home sales are counted…
Continue ReadingThe Light of History
For the first half of the 20th century, stocks offered investors higher income than government bonds. Peter Bernstein describes this…
Continue ReadingCensus: Household Pulse Survey shows 26.4% Missed or Expect to Miss Rent or Mortgage Payment
First, from @ernietedeschi Employment in the @uscensusbureau Household Pulse Survey fell by -4.1 million last week alone. That’s a cumulative…
Continue ReadingSector Spotlight: Short-Term Sector Rotation Out of Technology
On this episode of Sector Spotlight, after a quick overview of Asset Class and Sector rotation, I go over and update…
Continue ReadingAnimal Spirits: 10,000 Day Traders
Today’s Animal Spirits is brought to you by YCharts Mention Animal Spirits to receive 20% off when you initially sign up for the…
Continue ReadingNAR: Existing-Home Sales Increased to 4.72 million in June
From the NAR: Existing-Home Sales Climb Record 20.7% in June Total existing-home sales, completed transactions that include single-family homes, townhomes,…
Continue ReadingBlack Knight: National Mortgage Delinquency Rate Decreased in June, “Serious Delinquencies Surge to 9-Year High”
Note: Loans in forbearance are counted as delinquent in this survey, but these loans are not reported as delinquent to…
Continue ReadingSmall Cap Stocks Escape Late Day Fade – Here’s A Name On The Move!
Small Cap stocks were the best performers last week and it’s of great interest to me to see them continue…
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