A good sign that real upward rate pressure is going to manifest itself outside of TIPS and other direct means of measuring prices is that Used car prices for collectors are now starting to show a rebound in price
In August 2026, 13.94% of pending U.S. home purchases were cancelled
At these levels of mortgage rates, housing should be one of the more disinflationary aspects of the print. But it was not.
If we take a look across the metals, some of these charts are starting to look really good in the medium term.
Another weekend, another deal. Or, at least, that seems to be the pattern.
Data center spending keeps getting revised up as the buildout speeds along
There is a case to be made that further advances in efficiency stemming from AI could be more beneficial for some of the Zombies than other companies
YTD, small cap stocks have outperformed large cap stocks by a considerable margin
There were 725 leveraged ETFs listed on U.S. exchanges as of 6/30/2026. This was over double the 345 leveraged ETFs in June 2025