In the later stages of a bull market cycle, we will often observe a proliferation of bearish momentum divergences. As…
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The Normal Seasonal Change for Median House Prices
Earlier, in the CalculatedRisk Real Estate Newsletter on January existing home sales, NAR: Existing-Home Sales Decreased to 4.08 million SAAR in…
Continue ReadingHousing Feb 24th Weekly Update: Inventory Up 0.3% Week-over-week, Up 28.7% Year-over-year
Altos reports that active single-family inventory was up 0.3% week-over-week. Inventory always declines seasonally in the Winter and usually bottoms…
Continue ReadingThe Best Five Sectors, #8
Utilities enter top 5 Last week’s trading, especially the sell-off on Friday, has caused the Utilities sector to enter the…
Continue ReadingTalk Your Book: State of The Real Estate Market
Today’s Talk Your Book is brought to you by SS&C Alps Advisors: See here for more information on the REIT…
Continue ReadingHousing Starts and Recessions
This morning, Carl Quintanilla posted a graph on Bluesky from BESPOKE suggesting the US is heading towards a recession. Quintanilla…
Continue ReadingThe Top is Confirmed and Now It’s Just a Matter of How Low We Go
Let me start by reminding everyone that I believe the most important relationship in the stock market is how consumer…
Continue ReadingSchedule for Week of February 23, 2025
The key reports this week are January New Home sales, the second estimate of Q4 GDP, Personal Income and Outlays…
Continue ReadingFebruary 21st COVID Update: COVID in Wastewater Declining
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. For deaths, I’m currently using 4 weeks ago…
Continue ReadingMega-Caps Weakening, More Trouble Ahead
The market declined heavily on Friday likely setting up for more downside ahead. We had already begun to notice that…
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