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
The Trickiness of the Dollar
December 5, 2025 | Petr Pinkhasov
Trading the dollar now has been very tricky. It has been trading between 96 and (at the November highs) around 100, since the Spring
The Rise and Fall of Electric Vehicles
December 3, 2025 | Petr Pinkhasov
U.S. EV sales collapsed from 188,285 in September 2025 to 106,445 in October 2025.
The Homebuilder 5 vs The Mag 7
December 2, 2025 | Sam Rines
This year has been dominated by the Mag 7. To a degree, this makes sense.