Congratulations to the residents of California and Pennsylvania on joining the 80% club! Go for 90%!!! (80% of adults have…
Continue ReadingUncategorized
Rotation and Seasonality Point To This Sector As Our Next Leader
Rotation is nothing new during secular bull markets. It’s actually what drives bull markets. Rather than money leaving the stock…
Continue ReadingSanta Clara Real Estate in July: Sales Up 29% YoY, Inventory Down 7% YoY
I’m tracking data for many local markets around the U.S. I think it is especially important to watch inventory this…
Continue ReadingEarly Q3 GDP Forecasts: Around 6% to 7% with “Significant downside risk”
From BofA: We look for growth of 7.0% qoq SAAR in 3Q … We forecast retail sales fell by 2.3%…
Continue ReadingSan Diego Real Estate in July: Sales Down 4% YoY, Inventory Down 42% YoY
I’m tracking data for many local markets around the U.S. I think it is especially important to watch inventory this…
Continue ReadingAugust 12th COVID-19: Crisis in Florida and Texas
First, on the economic impact of the delta variant from BofA today: ‘Our big data business cycle indicator is at…
Continue ReadingKey Price Patterns
In this week’s edition of Stock Talk with Joe Rabil, Joe explains how he combines the strategies discussed in recent…
Continue ReadingWhat Happens to Gold When Real Yields Go Too Far
Gold analysts have long “known” that the real interest rates have an effect on gold prices. By “real” interest rates, I…
Continue ReadingSector Rotation Is Getting Discouraging
Some of my regular breadth indicators are getting stronger, but others are getting weaker. Here is a chart so out…
Continue ReadingSouth Carolina Real Estate in July: Sales Down 10% YoY, Inventory Down 40% YoY
I’m tracking data for many local markets around the U.S. I think it is especially important to watch inventory this…
Continue Reading