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FHFA & Case-Shiller Home Price Indices: What’s The Difference?

FHFA & Case-Shiller Home Price Indices: What’s The Difference?

Two home price indices were released today: S&P CoreLogic Case-Shiller and FHFA House Price Index (sometimes referred to as HPI). These indicators both measure moves in home prices, but subtle differences in the methodologies with which each are calculated can result in variations between the two. Both indices track the value of homes across the US using a repeat […]
The Fed’s In A Box And People Are Starting To Notice

The Fed’s In A Box And People Are Starting To Notice

It’s long been an article of faith in the sound money community that the Fed, by bailing out every dysfunctional financial entity in sight, would eventually be forced to choose between the deflationary collapse of a mountain of bad debt and the inflationary chaos of a plunging currency. That generation-defining crossroad is finally in sight. […]
EU Rebukes Trump, Will Create “Special Vehicle” To Bypass US Sanctions On Iran

EU Rebukes Trump, Will Create “Special Vehicle” To Bypass US Sanctions On Iran

The stage is set for a major confrontation between the US and EU over Trump’s sanctions on Iran. The Wall Street Journal reports Europe Plans ‘Special Vehicle’ to Maintain Companies’ Ties to Iran, Avoid U.S. Sanctions. The European Union said late Monday that it would establish a special payment channel to allow European and other companies […]
Nvidia Stock: The Numbers Look Good

Nvidia Stock: The Numbers Look Good

Nvidia (NVDA) has benefited tremendously from the growing demand for GPUs in the gaming industry over the past several years. In addition to this, computing is becoming increasingly more visual in all kinds of areas, which is providing a strong tailwind for GPUs. Management has played its cards well, positioning the company for growth in […]
Home Price Gains Slow In July

Home Price Gains Slow In July

With today’s release of the July S&P/Case-Shiller Home Price Index, we learned that seasonally adjusted home prices for the benchmark 20-city index were up 0.10% month over month. The seasonally adjusted national index year-over-year change has hovered between 4.2% and 6.7% for the last two-plus years. Today’s S&P/Case-Shiller National Home Price Index (nominal) reached another […]
The FOMC Skid?

The FOMC Skid?

Way back in August of 2013, two FRBNY staffers wrote a paper titled, “The Pre-FOMC Announcement Drift”. It was a great paper by David Lucca and Emanuel Moench which highlighted the tendency for the S&P 500 to rise in the period right before FOMC meetings. The data they used was from 1994 to 2011 and […]
Ask The Monkey

Ask The Monkey

The much-anticipated SurveyMonkey (SVMK) IPO is scheduled for tonight. The proposed price range remains $9-11. For a relatively small deal (13.5M shares) there are a lot of banks on the cover – 11 in all with JPM, Allen, and BofA leading the charge. Online surveys are a niche market but SurveyMonkey has emerged as a […]
Stock Market Prediction For The Rest Of 2018

Stock Market Prediction For The Rest Of 2018

Analyse and a stock market prediction for the end of the year.  Video Length: 00:04:46
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                        It Is Easy To Understand Why The U.S. Has Backed Down On NAFTA Deadlines With Canada

E It Is Easy To Understand Why The U.S. Has Backed Down On NAFTA Deadlines With Canada

The WSJ reported today that the United States is prepared to put on hold talks re-negotiating NAFTA with Canada. Threats and deadlines issued by President Trump has no impact on the Canadian trade negotiators. Canada seems to be no hurry to meet the demands of the President. Trade Representative Robert Lighthizer states that “there is […]
Brent Oil Hits The Highest Level Since November 2014

Brent Oil Hits The Highest Level Since November 2014

Brent Oil Price Increase Drives Inflation Expectations The worst sectors were real estate and consumer staples as they fell 1.89% and 1.5%. The best ones were energy and tech which increased 1.47% and 0.31%. As you can tell, oil prices and interest rates affected stocks on Monday. Brent oil peaked at $81.39 which was its […]