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A “More Transparent Fed” Isn’t Working…

Continue reading “A “More Transparent Fed” Isn’t Working…”
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Rail Traffic Reaches Record Level

Continue reading “Rail Traffic Reaches Record Level”
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Howard Hughes Markets Continue to Surge

Continue reading “Howard Hughes Markets Continue to Surge”
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Gov’t Spending vs Real GDP at Historic Lows

Continue reading “Gov’t Spending vs Real GDP at Historic Lows”
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Lending Beginning to Expand as Expected

Continue reading “Lending Beginning to Expand as Expected”
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Confusion and Interest Rates

Continue reading “Confusion and Interest Rates”
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Rail Traffic Surges to 5 Year High

Continue reading “Rail Traffic Surges to 5 Year High”
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Auto Sales Up, Employment Up….Like It Always Has Been

Continue reading “Auto Sales Up, Employment Up….Like It Always Has Been”
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Value Investing Congress Discount

Continue reading “Value Investing Congress Discount”
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S&P Intrinsic Value Up To 1,851

Continue reading “S&P Intrinsic Value Up To 1,851”
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More on Housing’s Annual Cycle…High’s in Spring, Low’s in Fall

Continue reading “More on Housing’s Annual Cycle…High’s in Spring, Low’s in Fall”
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The “Home Sales Fall” Headlines…Or, “Home Sales Fall Like They Do Every Summer”

Continue reading “The “Home Sales Fall” Headlines…Or, “Home Sales Fall Like They Do Every Summer””
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Staffing Index Points to Continued Employment Growth…. Not Because of Obamacare

Continue reading “Staffing Index Points to Continued Employment Growth…. Not Because of Obamacare”
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A Reasonable GSE Solution in Congress

Continue reading “A Reasonable GSE Solution in Congress”
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Higher HMI Means Higher Economic Activity Which Means Higher Stock Prices

Continue reading “Higher HMI Means Higher Economic Activity Which Means Higher Stock Prices”