SPX Monitoring Purposes: Neutral. Gain since 12/20/22=15.50% Monitoring Purposes GOLD: Long GDX on 10/9/20 at 40.78. We updated this chart from…
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The Great and Awful Thing About These Interest Rates
The era of low interest rates is over. In the blink of an eye, the Fed went from punishing savers…
Continue ReadingWhat Role Will Membranes Play In Carbon Capture?
CCUS is a central part of every industrial decarbonization roadmap. At its heart, this is a separation challenge, which therefore…
Continue ReadingWaiting For NVIDIA
Stocks struggled even though yields barely changed yesterday – financials were responsible even though market breadth was a mixed picture.…
Continue ReadingAIA: Architecture Billings “Stable” in July; Multi-family Billings Decline for 12th Consecutive Month
Note: This index is a leading indicator primarily for new Commercial Real Estate (CRE) investment. From the AIA: AIA/Deltek Architecture…
Continue ReadingNvidia Hype Is Dangerous, But AI Should Be In Your Investment Mix
The hype surrounding chipmaker NVIDIA Corp (NASDAQ:NVDA)’s earnings is dangerous, but all investors should consider Artificial Intelligence (AI) exposure, affirms…
Continue ReadingLearning from Bruce Plested’s Mainfreight
The qualities that define exceptional businesses transcend time, industry, and geography. New Zealand’s Mainfreight stands as a contemporary testament to…
Continue ReadingNew Home Sales increase to 714,000 Annual Rate in July; Median New Home Price is Down 12% from the Peak
Today, in the Calculated Risk Real Estate Newsletter: New Home Sales increase to 714,000 Annual Rate in July Brief excerpt:…
Continue ReadingNew Home Sales increase to 714,000 Annual Rate in July
The Census Bureau reports New Home Sales in July were at a seasonally adjusted annual rate (SAAR) of 714 thousand.…
Continue ReadingEmployment: Preliminary annual benchmark revision shows downward adjustment of 306,000 jobs
The BLS released the preliminary annual benchmark revision showing 306,000 fewer payroll jobs as of March 2023. The final revision…
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