Once the Fed is done raising rates and fuel prices start coming down, more consumers may feel confident enough to commit to a new home purchase. Read More

Recent data suggests that pretty soon we may see a drop in real estate prices for the first time since the early days of the pandemic five years ago. Read More

It is difficult to accurately predict what will happen after an election, which is why I mostly ignore politics when making portfolio decisions. Read More

New-home construction surged in November to a six-month high. This brisk pace of homebuilding bodes well for the equity rally. Read More

There are persistent whispers among Wall Street’s big trading houses that the current uptrend is just about over. We say: Humbug! Read More

There's a fast growing segment in homebuilding called Build-to-Rent (BTR), which is quietly adding billions to homebuilders’ bottom lines. Read More

There's a positive trading pattern developing in the U.S. Treasury Bond market, which is spreading to interest rate sensitive sectors. Read More

September is typically a bearish month for stocks, but both the stock and bond markets have reversed course just ahead of the fateful month. Read More

Traders are preparing for the response to Fed Chair Jerome Powell’s speech in Jackson Hole, Wyoming. The fear level is high. Read More

The Fed is trying to gauge how the market will respond to the end of its rate hikes. It will pay to listen. Read More