Archives by Month:

Archives by Year:

It’s Not Just Corporate Profits, The Long Leading Housing Sector Is Also Under Pressure

It’s Not Just Corporate Profits, The Long Leading Housing Sector Is Also Under Pressure

I suspect that both hurricanes as well as mortgage rates somewhat distorted all of the housing reports for October.Last week with existing home sales I noted that “While sales remained in range, price appreciation increased and the pace of inventory accumulation decreased.“There was something of a mirror image in yesterday’s reports on both new and […]
Stocks Snap Win Streaks On Thanksgiving Eve

Stocks Snap Win Streaks On Thanksgiving Eve

Stocks fell the day before Thanksgiving, as traders took profits from technology stocks after the latest PCE reading rose on the month and an annual basis. The Dow and Nasdaq both tumbled triple digits, the former snapping a five-day losing streak. Meanwhile, the S&P 500 logged a drop for the first time in seven days. Investors will […]
Wall Street Slips Into A Quasi-Hibernation For The Thanksgiving Stretch

Wall Street Slips Into A Quasi-Hibernation For The Thanksgiving Stretch

Image source: Pixabay MARKETSAs US traders headed into what amounts to their annual 4-day Thanksgiving holiday event on Wall Street, focus sharpened on inflation and month-end portfolio rebalancing. Stocks dropped amid sticky inflation, yet bond yields and the dollar softened counterintuitively—even amid concerns over looming Trump tariffs. The inconsistency in October’s data has left traders cautious, […]
This Is Not An “Everything Rally”

This Is Not An “Everything Rally”

We are hearing the phrase “everything rally” quite often lately, just as enthusiasm is once again approaching all-time highs.The recent election outcome was the most important event since the Reagan election, or even of the last 100 years, which gave new life to the market rally.However, not everything has been going up. Although some analysts […]
Is Inflation Transitory Or Was It The Decline In The Rate Of Inflation?

Is Inflation Transitory Or Was It The Decline In The Rate Of Inflation?

PCE vs CPIThe PCE price index is the Fed’s preferred measure of inflation.PCE includes prices paid on behalf of consumers such as Medicare and corporate health insurance.The CPI only counts items directly paid by consumers.As a result of those methodology differences, the CPI overweighs rent while the PCE overweighs health care.Both indexes are flawed because […]
Silver’s 2024 In Review, And What To Watch Out For In 2025

Silver’s 2024 In Review, And What To Watch Out For In 2025

Image Source: Pixabay As we reach the Thanksgiving break it’s a perfect time to reflect on 2024, think of what we can be grateful for, and also review what’s happened this year in the gold and silver markets.This has really been an historic year for the precious metals, ranking really only behind 1980 and 2011 in […]
Gold Price Ahead Of The Thanksgiving Weekend

Gold Price Ahead Of The Thanksgiving Weekend

Today we finally see it – the USDX moved lower at last. USD’s breather here is nothing surprising, and it’s not bearish either.It’s simply normal for a market to correct after launching a rally as strong as what we saw in October and November. In yesterday’s analysis, I wrote the following about the above chart: Yes, […]
FTSE Posts Modest Gains, As UK Yields Hit Lowest Levels Since The Budget

FTSE Posts Modest Gains, As UK Yields Hit Lowest Levels Since The Budget

Image Source: Unsplash U.K. stocks saw modest increases in cautious trading on Wednesday as investors digested the release of the Federal Reserve’s preferred inflation measure and considered the potential impact of U.S. President-elect Donald Trump’s tariff proposals on economic growth. The benchmark FTSE 100 rose 0.06% after declining 0.4% the previous day. Housebuilders and real estate […]
Bitwise CIO says Bitcoin’s $0 risk is gone, pullbacks now attract buyers

Bitwise CIO says Bitcoin’s $0 risk is gone, pullbacks now attract buyers

Key Takeaways Bitcoin’s risk of falling to zero has disappeared, attracting value-focused buyers during pullbacks. The market has matured, with reduced price correction intensity indicating a growing investor base. Share this article Bitwise CIO Matt Hougan has weighed in on a key shift in Bitcoin market behavior, referencing a recent post by CoinDesk analyst James […]
5 Promising Cryptos To Watch In 2025

5 Promising Cryptos To Watch In 2025

Image Source: Unsplash The crypto landscape is evolving rapidly, and 2025 will be a pivotal year for blockchain technology and cryptocurrency adoption. With innovations, enhanced use cases, and increasing market demand, certain cryptocurrencies are emerging as strong contenders for long-term success. Here’s a closer look at 5 promising cryptos for 2025 that could redefine the industry and offer […]