Is Florida’s Housing Market Flashing Warning Signs?
February 5, 2026 | Kristen Radosh
Florida housing inventory exceeded pre-pandemic levels for the second year in a row in December 2025 with 160,877 homes for sale
Ready for Launch: Defense Spending and Drones
February 5, 2026 | John Kulis
The defense budget for the U.S. is projected to be $831.5 billion in 2026. This is nearly triple the size of China's defense budget of $303.0 billion
Semiconductors Continue to Steamroll
February 4, 2026 | Petr Pinkhasov
Bank of America is calling this a "supercycle similar to the boom of the 1990s." The industry did $772 billion in sales in 2025—up 22.5%—and it is projected to hit $975 billion to $1 trillion in 2026.
A Foundation for the Mag7 and Homebuilders
February 3, 2026 | Sam Rines
There is never a shortage of headlines around the Mag7. Not only do they dominate the headlines, they dominate the major indices as well
(College) Major Selections for Major Success
January 5, 2026 | Tyler Lu
Unemployment seemed to be the main focal point of 2025.
Driving the Economy – Why Autos Still Matter?
January 5, 2026 | Kylie Leverenz
The average cost of an automobile has increased to $34,215 in Q3 2025. This is near the high of $34,465 in Q3 2023
Home is Where the Wealth Is
January 5, 2026 | John Kulis
Since the start of the 21st century, the net worth of U.S. households has increased by almost 300%. As of Q2 2025, the total net worth of all U.S. households was $167.26 trillion
Buy Now Pay Later – What Could Go Wrong?
December 8, 2025 | Kylie Leverenz
Utilizing data from LendingTree, we constructed the heatmap below which outlines the average credit card debt in Q1 2025 (most recent data available).
Follow the Yield Curve, Ignore the Noise
December 5, 2025 | Sam Rines
At least measured by the US Agg, it has been a fairly good year to be allocated to fixed income