Articles & Podcasts

All Links

Case-Shiller: National House Price Index Up 5.0% year-over-year in July
about 2 months ago by Calculated Risk @ Calculated Risk

S&P/Case-Shiller released the monthly Home Price Indices for July ("July" is a 3-month average of May, June and July closing prices). This release includes prices for 20 individual cities, two composite indices (for 10 cities and 20 cities) and the monthly National index. From S&P S&P CoreLogic Case-Shiller Index All-Time Highs Continue in July 2024 The S&P CoreLogic Case-Shiller U.S. National Home Price NSA Index, covering all nine U.S. census divisions, reported a 5.0% annual gain for July, down from a 5.5% annual gain in the previous month. The 10-City Composite saw an annual increase of 6.8%, down from a 7.4% annual increase in the previous month. The 20-Cit...

Talk Your Book: Opportunities in Commercial Real Estate
about 2 months ago by Ben Carlson @ A Wealth of Common Sense

On today's show, we are joined by Richard Byrne, President of Benefit Street Partners to discuss the chaos within the commercial office space sector, the opportunity for commercial real estate, what separates one asset manager from another, how real estate lending works, and much more! The post Talk Your Book: Opportunities in Commercial Real Estate appeared first on A Wealth of Common Sense. ...

The GIVE and TAKE of trading. You can't have the BEST of both worlds. #tRADINGtIPS #Trading #forex
about 2 months ago by Akil Stokes (Trading Coach at Tier On... @ Trading Coach Podcast

There's a GIVE and a TAKE in trading. You can't have the BEST of both worlds.

Markets Stay In Limbo
about 2 months ago by noreply@blogger.com (Declan Fallon) @ Fallond Picks

Today's action looked more like a Triple Witch Friday than anything you would expect to see on a Monday. A peak of the news mentioned a Fed rate cut and positive news from Intel, but I was suprised with the level of trading in the S&P and Nasdaq. (adsbygoogle = window.adsbygoogle || []).push({}); Last week I had talked about the symmetry in the Russell 2000 ($IWM), but the outcomes have been very different. The reaction we are seeing now in the index, despite the last two ...

MBA Survey: Share of Mortgage Loans in Forbearance Increases to 0.31% in August
about 2 months ago by Calculated Risk @ Calculated Risk

From the MBA: Share of Mortgage Loans in Forbearance Increases to 0.31% in August The Mortgage Bankers Association’s (MBA) monthly Loan Monitoring Survey revealed that the total number of loans now in forbearance increased to 0.31% as of August 31, 2024. According to MBA’s estimate, 155,000 homeowners are in forbearance plans. Mortgage servicers have provided forbearance to approximately 8.2 million borrowers since March 2020. The share of Fannie Mae and Freddie Mac loans in forbearance increased 1 basis point to 0.13% in August 2024. Ginnie Mae loans in forbearance increased by 10 basis points to 0.66%, and the forbearance share for portfolio loans and private-label securities (PLS) increased 2 basis points to 0.35%. “For the third consecutive month, the percentage of loans in forbearance increased across all loan types,” said Marina Walsh, CMB, MBA’s Vice Presiden...

A Process for Generating Ideas
about 2 months ago by Dave Mabe @ Dave Mabe

In this week’s Line Your Own Pockets episode, the topic is generating ideas for trading strategies. Great traders aren’t…

LA Ports: Inbound Traffic Increased Sharply Year-over-year in August
about 2 months ago by Calculated Risk @ Calculated Risk

Container traffic gives us an idea about the volume of goods being exported and imported - and usually some hints about the trade report since LA area ports handle about 40% of the nation's container port traffic. The following graphs are for inbound and outbound traffic at the ports of Los Angeles and Long Beach in TEUs (TEUs: 20-foot equivalent units or 20-foot-long cargo container). To remove the strong seasonal component for inbound traffic, the first graph shows the rolling 12-month average. <a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgDjOfX8ObG5ZjgnNMNv9C_PnHUHUGazbQmsy27RZlBjJU-g_R-vc4U6XeVtYZwQCEKI59whiIuKQ6INb0MD7meybcvrUqgzFNbklrWbFm9HyGXlqtLCCSxtQKi4s61qEIN3LrQL4oZjBgMEM1VSnoujkX-d4N1phdGQb2qJKICDLUOxi703ENb/s1029/PortRollingAug2024.PNG" style="margi...

Monday links: an irritating tactic
about 2 months ago by abnormalreturns @ Abnormal Returns

Upcoming Analyst & Capital Markets Days to Watch
about 2 months ago by Mike Zaccardi @ See It Market

The following research was contributed to by Christine Short, VP of Research at Wall Street Horizon. It has been an eventful conference season for companies big and small. Key updates from a range of industries, including banks and semiconductors, have kept investors on edge. It comes as volatility has kicked up right on cue to […] The post Upcoming Analyst & Capital Markets Days to Watch appeared first on See It Market.

#TLDRstocks It’s Recalibration Time for Bears and Bulls after post-Fed churn! #stockmarket
about 2 months ago by Dr. Duru Diagnoses Markets @ Dr. Duru Diagnoses Markets

Recalibration Time for Bulls and Bears – The Market Breadth Read more at https://drduru.com/onetwentytwo/2024/09/22/recalibration-time-for-bulls-and-bears-the-market-breadth/ In announcing the official end of monetary tightening, Federal Reserve Chair Jerome Powell mentioned some form of the word “recalibration” nine times from his introductory statement to the Q&A portion of the press conference. Specifically, “….it’s a process of recalibrating our policy stance away from where we had it a year ago, when inflation was high and unemployment low, to a place that’s more appropriate given where we are now and where we expect to be.” This moment of looser policy is also recalibration time for bulls and bears. The bulls cannot count on looming economic weakness to scare the Fed into a steep rate cut cycle. However, bears betting against the stock market are now going up against a firm economy and lower rates. Absent a new macroeconomic shock, momentum will continue to favor the bulls....

🚨DON'T GO BROKE!! #TradingTips #TradingForBeginners #LearnToTrade #RiskManagement #PersonalFinance
about 2 months ago by Akil Stokes (Trading Coach at Tier On... @ Trading Coach Podcast

One of my favorite trading quotes