Markets
Alternative Measures of the Housing Market
September 26, 2025
The median house now sits on the market for 52 days before selling.
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A Long-Term Look at Retirement Assets
September 26, 2025
A long-term look at retirement assets
Weekly Digest
Weekly Research Recap
September 26, 2025
Some interesting charts from our recent posts
Markets
Powell on the Number of Jobs the Economy Needs
September 25, 2025
Last week, Powell suggested the collapse in population growth means the economy can survive on 0 to 50k job growth each month. Over the previous three months, payroll growth was 29.3k. Is the labor market actually in balance, calling into question the need to cut rates?
Financial News
Quick Comments/What We’re Reading
September 25, 2025
Today's topics include Goolsbee joins hawks pushing against further rate cuts..., ...While Bowman & Daly set the tone for the doves, Bessent leans on Powell again, El-Erian on Miran's role in Fed, searching for signs of strain in funding markets as quarter-end approaches, the Chicago Fed offers a new labor market indicator, is this the type of thing you hear near a top?, cutting rates with stocks near all-time highs, U.S. stocks vs. global stocks, and when crypto is not DeFi
Humor
Cartoons
September 25, 2025
Financial News
Quick Comments/What We’re Reading
September 24, 2025
Today's topics include more commentary on Miran's policy perspective, a calm equity rally since April, more details on the breakeven jobs rate, bubble risk (not yet), S&P 500 concentration, Swiss central bank rate, the Fed can't fix the housing market, and auto delinquency concerns after Tricolor's bust
Humor
Cartoons
September 24, 2025
Financial News
Quick Comments/What We’re Reading
September 23, 2025
Today's topics include hawkish Fed officials pushing back against additional cuts..., ...and then there is Miran, watching for signs of liquidity drying up, the OECD updates its growth & tariff estimates, cash on the sidelines, quantifying the impact of AI on S&P 500 companies, and the cost of the American dream
Humor
Cartoons
September 23, 2025
Markets
Is Tariff-Induced Inflation Coming?
September 22, 2025
Despite Stephen Miran's claims to the contrary, there is evidence that tariff-induced goods inflation is underway even as services inflation is falling. The Fed is taking a risk by ignoring it and cutting rates.
Markets
Cot Commentary: Asset Managers Long Across the Curve
September 22, 2025
The Commitments of Traders report enables investors to track changes in positions among various groups of traders/investors.