January 2, 2017

2017 Storm Clouds on the Horizon?

Make no mistake:  The road ahead looks promising.   All indications are strong. From my economic, financial and ‘real-property’ viewpoints, 2017 is likely to show continued improvements […]
December 28, 2016

SHI Update 12/28/16: Confidence Reigns!

2017 rapidly approaches and the US consumer is feeling quite optimistic! According to surveys by both the University of Michigan and the Conference Board, confidence is […]
December 21, 2016

SHI Update 12/21/16: Merry MacroEconomic Xmas!

Good news:   The “Trump Rally” is real!   Better news:  You did not miss it!  Dow 20,000 may simply be a milestone we pass as we see […]
December 14, 2016

SHI Update 12/14/16: The FED Speaks

In prior BLOGs, I’ve discussed the concepts of ‘correlation‘ and ‘causation.’ Two events occurring simultaneously, or almost synchronous, doesn’t guarantee a link between the events.  Their proximity […]