Is the Housing Market About to Turn?

2021-07-27T17:03:07+00:00July 27th, 2021|Categories: INVESTMENT|

Executive Summary Due to low mortgage rates and depressed inventory, the housing market is red hot. Investors have scooped up existing home inventory, while new single-family home sales are off their peak (see second graph). New-home prices are very high (third graph); however, if one takes a [...]

What Are Treasuries Saying?

2021-07-13T15:40:02+00:00July 13th, 2021|Categories: INVESTMENT|

Executive Summary Long-term interest rates, while cycling up and down over the last 35 years, have remained in a downward channel (see first graph). During the pandemic and recession of 2020, yields dropped to .5% - however escaping going negative like Japan and Europe. Many suggested inflation [...]

Are Speculators Running Out of Fuel?

2021-07-07T15:29:20+00:00July 7th, 2021|Categories: INVESTMENT|

Executive Summary The stock market has now become a destination for speculators.  The most recent target of the market’s lure has been retail investors.  Retail investors historically have been the last to arrive and depart the party; thereby, suffering the most damage during the speculative market’s reversion [...]