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The US has been building far fewer single family homes in this economic cycle than we did from the 1960s to the early 2000s. Part of this is blamed on the Great Recession and its impact on millennial buyers. But … Continue reading
The tough part about predicting the stock market is that it’s not only reacting to what’s happening today, it’s looking forward to tomorrow. And sometimes it’s not exactly tomorrow, it could be six months from now, or twelve months from … Continue reading
It’s no secret that the stock market is unhappy about something – and that there are many things to be unhappy about. However, one item is dominant in our minds, though much less intuitive than trade problems, earnings issues, and … Continue reading
Not unusually for an October, the market is giving investors fits. Talk of recession and bear markets is burgeoning. However, market corrections within calendar years are completely normal. We’ve forgotten that these past few years, as stocks have been remarkably … Continue reading
Aside from the Kavanaugh nomination and Hurricane Florence, the news lately has been dominated by ‘tit for tat’ on the trade front. Meanwhile, the stock market powers ahead. What gives? Isn’t it important to our economy if traded goods are … Continue reading