Remember that old commercial, “It’s not nice to fool Mother Nature?” Well, there should be another one pertaining to the…
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Lowering the Bar: Why Lowe’s Could Head South
Despite periodic rallies that have buoyed the home improvement retail sector, Lowe’s (LOW) is showing signs of potential weakness. Recent…
Continue ReadingNewsletter: Existing-Home Sales Increased to 4.24 million SAAR in December
Today, in the CalculatedRisk Real Estate Newsletter: NAR: Existing-Home Sales Increased to 4.24 million SAAR in December Excerpt: Sales in…
Continue ReadingNAR: Existing-Home Sales Increased to 4.24 million SAAR in December
From the NAR: Existing-Home Sales Ascended 2.2% in December Existing-home sales climbed in December, according to the National Association of…
Continue ReadingLA Ports: Inbound Traffic Increased Sharply Year-over-year in December
Container traffic gives us an idea about the volume of goods being exported and imported – and usually some hints…
Continue ReadingThe Compound and Friends: The Blue Chips of Junk
Today’s Compound and Friends is brought to you by KraneShares: See here for more information on the KraneShares Man Buyout…
Continue ReadingRealtor.com Reports Active Inventory Up 25.1% YoY
What this means: On a weekly basis, Realtor.com reports the year-over-year change in active inventory and new listings. On a…
Continue ReadingNVDA, TSMC, and Broadcom: Top Semiconductor Plays as SMH Hits New Highs
In the last quarter of 2024, semiconductors have been walking a tightrope between tariff fears and supply chain uncertainties. Geopolitical…
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Continue ReadingEnergy Picks Up and Consumer Discretionary Continues to Lead
I have been traveling in the US since 1/15 and attended the CMTA Mid-Winter retreat in Tampa, FL 1/16-1/17 and…
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