Today Sam will provide his view on recent market turbulence. We will touch on stagflation and recession fears; the impact of higher rates; the gold rally and takeaways from the latest inflation report.
The homebuilders are going to face more competition from existing home sales when mortgage rates fall, and be relatively less competitive on location. It might not be the worst of times, but it is certainly not boom...
Today Sam will be discussing his recent posts with a focus on the oil market and the potential impact of tariffs on the auto industry and inflation.
Today Sam and Petr will discuss the state of Cryptocurrency.