Good morning and welcome to this week’s Flight Path. Equities saw the “Go” trend continued this week and price gapped higher…
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Is the Trump Rally Like the Reagan Rally?
Today Carl compares this week’s Trump Rally with the rally we saw after Reagan was elected in 1980. There are…
Continue ReadingEconomic Outlook and the Election
After the election in November 2016, I pointed out that the economy was solid, that there were significant economic tailwinds…
Continue ReadingHousing Nov 4th Weekly Update: Inventory Down 1.9% Week-over-week, Up 27.3% Year-over-year
Altos reports that active single-family inventory was down 1.9% week-over-week. Inventory will now decline seasonally until early next year. The…
Continue ReadingA New Big Idea
A lot of financial innovation benefits the creator more than the user. ETFs are an exception to the rule. Great…
Continue ReadingTalk Your Book: Infrastructure Investing
Today’s Talk Your Book is sponsored by CION Investments: See here for more information on CION and GCM Grosvenor’s infrastructure…
Continue ReadingLeading Index for Commercial Real Estate Decreased 5% in October; Up Sharply YoY
From Dodge Data Analytics: Dodge Momentum Index Retreats 5% in October The Dodge Momentum Index (DMI), issued by Dodge Construction…
Continue ReadingReal Estate Newsletter Articles this Week: First Year-over-year Existing Home Sales Gain Since August 2021
At the Calculated Risk Real Estate Newsletter this week: Click on graph for larger image. • In Q2, almost 20%…
Continue ReadingSecular Bull Market Continues, But With Major Rotation
Enjoying these HUGE rallies is much easier when you have confidence the stock market is in a secular bull market…
Continue ReadingWeek Ahead: NIFTY Likely To Stay Sluggish; Multiple Resistances Are Nestled In This Zone
The markets continued to stay tentative over the past five days while continuing to trade with a weak undertone. The…
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