Below we look at residential real estate. As the world tilts ever more into the current Twilight Zone of rising

The residential real estate markets are sending mixed signals. Although we focus on risk assets, currency markets and historically-confirmed precious

Below, we look at retail sales, commercial real estate and other factors confirming there is a total disconnect between promised

Real estate problems loom in the backdrop, as always… and it’s due to cheap debt, low rates and a mis-match

Real Estate Bubble What is a real estate bubbl e? Below, we look at the real estate bubble as yet

Another Recap In Parts I-III of this blog primer in US markets, we’ve tracked how easy money from an errant

An Honest Banker. As we head into July and more calm before the Fed-induced market storm, I’ve got to give

Below we track how Powell’s Fed serves far more as a problem (and cause of the problems) rather than a

This week, the bipolar Fed proved it can be a hawk and a dove at the same time as the

Below, we look at 2022 markets and the converging market forces, policies and math which suggests US policy makers are