June 3, 2016

Voodoo Math

You saw the report. Earlier today, the unemployment rate declined by 0.3% – from 5.00% down to 4.7%. Which is odd as the ‘civilian noninstitutional population’  […]
June 2, 2016

Another Look at the Yield Spread

If you watch CNBC, you may have heard Rick Santelli yelling about the flattening of the yield curve … and how this is a BIG PROBLEM!  […]
June 1, 2016

Values Up, Ownership Down

Housing trends set in motion by ‘The Great Recession‘ continue. They’re worth a revisit.  Let’s take a look at: Home Ownership Rates Home Values New Home […]
May 28, 2016

Could a FED Rate Increase Actually Reduce Long Term Rates?

In a word, yes. Why you should care:   Notwithstanding my arguments to the contrary, there is a chance the FED will increase 25 basis points […]