Although housing starts declined significantly in April – and remained fairly low in May – residential construction is considered essential,…
Continue ReadingAnimal Spirits: The Opposite of a Falling Knife
On today’s show we discuss: Who’s driving the stock market? It’s Robinhood…No it’s not…Maybe it is Matt Levine on Hertz…
Continue ReadingHousing Starts increased to 974 Thousand Annual Rate in May
From the Census Bureau: Permits, Starts and Completions Housing Starts:Privately-owned housing starts in May were at a seasonally adjusted annual…
Continue ReadingWednesday: Housing Starts, Fed Chair Powell Testimony
Wednesday:• At 7:00 AM ET, The Mortgage Bankers Association (MBA) will release the results for the mortgage purchase applications index.…
Continue ReadingSector Spotlight: Steepening Yield Curve a Threat?
On this episode of Sector Spotlight, I works my way through the Investment pyramid, introducing a new universe for commodity sub-indexes.…
Continue ReadingJune 16 COVID-19 Test Results
I wish we had more data. For example, it would be nice to know the reason for the tests –…
Continue ReadingMarket – Is That the Best You Got?
Jerome Powell’s talking points today: “Millions” of people will not return to work for some time because of the aftershocks…
Continue ReadingThree Stocks That Tell You Everything
I’ve often said that by looking at individual stocks, you can get a deeper level of understanding of what’s moving…
Continue ReadingMe on NPR The Indicator from Planet Money about High Frequency Indicators
Cardiff Garcia interviewed me yesterday at NPR The Indicator from Planet Money: High-Frequency Indicators. (with Cardiff and Stacey) Thanks to…
Continue ReadingSome Long and Short Ideas from RRG
In my weekly Sector Spotlight Show on StockchartsTV, I have a segment on Pair Trading Ideas from time to time.…
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