12-DECEMBER 09-2021

Not sure what this is aboutGood morning.
Part of the surprising strength of the housing market over the course of the pandemic has been the reaction to the housing bubble of the mid-2000s.  With excess inventory, new home growth slowed to a crawl, and this underinvestment in homes is now catching up, leading to higher prices for homeowners and new prospective buyers alike.
A similar “underinvestment” trend may have occurred in the US oil market over the past few years.  In 2014, OPEC members increased production to squeeze out smaller players, such as US shale producers.  This bear market likewise has led to years of underinvestment relative to today’s demand.  That may be why rising calls for oil to top $100 per barrel again may be right, and why those high prices may persist longer than expected.

Now here’s the rest of the news:

Biden White House in Panic-Mode Over the Economy
The view from Main Street matches a parallel survey of over 9,000 non-small business owners conducted by Momentive for CNBC, which shows only 21% of independents, and just 65% of Democrats, say Biden has been good for the economy.  In addition to the broader public opinion polling, the data from the… [Read Here]

Biden Targets Real Estate Investors with Bizarre New Program
The Biden administration is looking to expand reporting requirements on all-cash real estate deals to help crack down on bad actors’ use of the U.S. market to launder money made through illicit activity.  The Treasury Department was posting notice Monday seeking public comment for a… [Read Here]

December 09, 2020

Highly ContagiousGood morning.
In the new shot heard ‘round the world, 90-year-old UK citizen Margaret Keenan became the first Briton to receive the Pfizer vaccine or Covid-19.  While a full rollout will still take time – and needs to head across the pond to the United States, it’s a sign that a return to normal is in sight.
With a stock market near all-time highs, high but declining unemployment, and concerns over a second wave of lock-downs first, the news couldn’t come at a better time.  What’s even more remarkable about the achievement is the speed at which it occurred.  Covid-19 was only first identified just under one year ago this month.

Now here’s the rest of the news:


December 09, 2019

Are you ready for “The BIG Life Questions?”  Darren Hardy believes you are … and so do I.

And always remember this quote from Karen Salmansohn, “Breathe in the good shit. Breathe out the bullshit.”  Afterall, who’s truth is it?  😉

Come From Aways, Do You?

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Today! January 22, 2021 Good morning. The trade war.  The pandemic.  The election.  All the big catalysts that can move markets up or down are now off the table.  So what’s next?  Until a new catalyst emerges, expect markets to drift. With markets in a long-term uptrend, the drift will likely be higher.  Individual names can still have some big news on corporate announcements and earnings reports.  And look for potential catalysts that could provide the market’s next big move, whether higher (stimulus) or lower (war, pandemic, today’s high valuations). Now here’s the rest of the news: A “Cash Panic”

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