Today, in the Calculated Risk Real Estate Newsletter: Part 1: Current State of the Housing Market; Overview for mid-July 2025…
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Animal Spirits: A 25 Year Bull Market
Today’s Animal Spirits is brought to you by Cache Financials and Fabric: Today’s episode is brought to you by Cache…
Continue ReadingTariff Shock Spurs “Buy-the-Dip” Setups in Tesla and ON Semiconductor
Just when we thought tariff talk had gone quiet, it’s back on center stage. With the reciprocal tariff deadline landing…
Continue ReadingWholesale Used Car Prices Increased in June; Up 6% Year-over-year
From Manheim Consulting today: Wholesale Used-Vehicle Prices Increase in June Wholesale used-vehicle prices (on a mix, mileage, and seasonally adjusted…
Continue ReadingSmall Business Optimism Index decreased slightly in June
Note: Usually small business owners complain about taxes and regulations (currently 1st and 6th on the “Single Most Important Problem”…
Continue ReadingUpdate: Lumber Prices Up 26% YoY
This is something to watch again. Here is another monthly update on lumber prices. SPECIAL NOTE: The CME group discontinued…
Continue ReadingJuly ICE Mortgage Monitor: Home Prices Continue to Cool, Early Signs of Homeowner Risk Emerge
Today, in the Real Estate Newsletter: July ICE Mortgage Monitor: Home Prices Continue to Cool, Early Signs of Homeowner Risk…
Continue ReadingHousing July 7th Weekly Update: Inventory up 2.7% Week-over-week, Only Down 10% from 2019 Levels
Altos reports that active single-family inventory was up 2.7% week-over-week. Inventory is now up 36.6% from the seasonal bottom in…
Continue ReadingThe Best Five Sectors, #26
The past week has been relatively stable in terms of sector rankings, with no new entrants or exits from the…
Continue ReadingTalk Your Book: Autocallable Income
Advertisement The “Easy Button” for Autocallable Income Why CAIE?· Access to a $100B+ Market: Democratizes a historically institutional strategy.· Income…
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