Resources
Resources
Does the U.S. Need DOGE?
Executive Summary In case you missed it, President Trump established the Department of Government Efficiency or DOGE. Politics aside, something must be [...]
Are Investors Seeing the Big Picture?
Executive Summary Some of the things impacting the stock market currently include tariff implementation, negotiations over tariffs, DeepSeek, AI, earnings, ISM and [...]
Is DeepSeek a DeepFake?
Executive Summary Futures markets were in a tailspin early Monday due to Chinese AI tool called DeepSeek. Many investors have flocked to [...]
Will Foreclosures Rise?
Executive Summary Last week’s missive discussed the affordability of housing. Look at the first graph, one can see it requires a $115,000 [...]
Are House Prices About to Fall?
Executive Summary The median after-tax household income is about $70,000, while the median sales price of houses is $420,000. When including a [...]
Is the Mania Continuing?
Executive Summary Overvaluation in the stock market has reached such extremes even a Federal Reserve Bank governor, Lisa Cook, uncharacteristically mentioned it [...]
