Falling Inflation Should Fuel More Upside in Stocks
Our proprietary indicators tell us inflation should fall even more in the months ahead. And fading cost growth means the Federal Reserve will soon be able to stop raising interest rates.
Porter & Co.
A Lender Built to Return 750% on Invested Capital
The U.S. housing market faces the prospect of a decade-long supply crunch. Today, we’ll introduce our next play on America’s housing shortage, and one of the most capital efficient business models we’ve come across.
A Fresh Dose of Cash Is About to Hit the Stock Market
CNBC is hyping impending economic doom. All the negativity has caused everyday investors to seek the safety of money-market funds, pushing those assets to a new record. When all that cash starts chasing stock market returns, the S&P 500 is going to see an even bigger rally.
The Repo Man Is Here
The auto lending bubble is popping as more Americans are unable to pay their car loans. The tightening credit conditions that are weighing on subprime auto borrowers signal danger for the far larger corporate and government debt markets.
Why Spooked European Investors Will Pile Into U.S. Stocks
Business sentiment in Germany has worsened considerably. Inflation is weighing on demand. Weakness in the manufacturing sector is now spilling over to the services sector. The erosion in German economic confidence points to bigger problems for Europe.