We were recently asked why we have become so "Real Estate obsessed." That’s the wrong question. Given how significant...
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How much of our belief systems are a result of our personal situation? Barron’s Alan Abelson channels David Rosenberg, Merrill...
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On Saturday, we mentioned Alan Abelson quoting of Don Tomnitz, CEO of the No. 1 home builder, D.R. Horton. If you stopped reading after...
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Our discussion of Interest Only Mortgages this morning was incomplete without an accompanying graph. Here is the accompanying map...
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We noted earlier in the year (here and here), that the $2 trillion in mortgage resets won’t impact the consumer as much as many...
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Last week, we looked at the 4 Year Presidential Cycle and equities, via Birinyi Associates. Today, we take a look at similar data as it...
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We have discussed the impact of an inverted yield curve repeatedly in the past. Much of the mainstream has denigrated the historical...
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Interesting column by Mark Hulbert in the Sunday NYT about an econometric model I have observed over the years and have been impressed...
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I love when an idea simultaneously blooms all over at once. If we saw the same meme suddenly pop up all over the mainstream, that would...
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Forget, for the moment, the specifics of the May 10 Fed Minutes. Instead, consider the decision making process the FOMC goes through....
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