March 14, 2024 March 14, 2024What Could Possibly Go Wrong?Measuring the performance of the top 10% of stocks reveals an alarming parallel to the prelude of the Great Depression in 1929.
March 15, 2024 March 15, 2024What’s the Matter with Housing Demand?If it feels like no one is out buying houses right now, you’re not too far off.
April 10, 2024 April 10, 2024Large Banks vs. Small BanksWe’re watching the spread grow between large banks, small banks and regional banks. It’s happening because the larger banks appear to be doing better at the expense of their smaller competitors.
April 22, 2024 April 22, 2024Feeling it at the Grocery Store, Feeling it at the PumpAs I write this, oil remains priced near $85 per barrel, just off the 6-month high of over $86 and up 15% year-to-date.