Hamptons Home Prices Hit Record, Surge over 30%
Lots of bonus cash, too little supply: "The median sales price for the Hamptons surged 18.3% annually to $2.4M, highest on record, Average sales price also surged 31% to $4.3M, the highest on record -@jonathanmiller
Airline Fares Signal Upcoming CPI Inflation Rise
Not an encouraging sign... this is a solid indicator of future airline prices and CPI inflation. via "Airlines for America" website https://t.co/zXUKyVcVvd
Tax‑Smart Strategies Outperform Pure Stock‑Picking Returns
If you are solely focused on generating better returns through stock picking and/or market timing, you are leaving a TON OF MONEY on the table. Get smarter about the many ways you can substantially improve your net, after-tax, total returns...
NFP 178k: Overhyped Amid Low Expectations
I am aghast listening to people on TV discuss the NFP report of 178k as "Blowout numbers." This is an okay number, not as bad as some recent data points, not as good as others. Call it the soft prejudice of...
Prior Innocence Shouldn't Grant Leniency to Fraudsters
Should Fraudsters get time off because they did not commit a crime before or were never caught previously?
Cliff's Volatility Laundering Sparked Inevitable Market Shifts
Once Cliff coined (or amplified?) the phrase "Volatility Laundering," everything else became only a matter of time...
Oversold S&P Poised for Rebound After Four‑week Slide
The S&P 500 has been down 4 weeks in a row, and six of the last 12 weeks. As of Friday, we were off ~6.8% from recent highs, with the Nasdaq off ~8.2%. This looks less a case of TACO, and more...
Friday's Must-Read: Finance Turmoil, Political
10 Friday AM Reads -Finance Bros to Tech Bros: Don't Mess With My Bloomberg Terminal -Bond Traders No Longer Price In Any Chance of Fed Cut in 2026 -Demand destruction has begun -Trump Wants Powell Out. Powell Is Digging In -Concierge Nation: Welcome to White-Glove...
Gold and Silver Fall Amid War, High Oil Prices
We are in the midst of a hot war in the Middle East, with Oil prices kissing $120, a cooling (pre-war) labor market, and the odds of a recession ticking up from modest levels. And despite all of this geopolitical economic...
AI Chat Apps Top Charts, Then a Must‑have Joins
"On any given day, the most downloaded apps in the world are ChatGPT, Claude and Gemini. But one day not long ago, the AI tools of our time were suddenly joined at the top of the app charts by another product...
Crypto Claims Legitimacy While Ignoring Terror Financing
I am always perplexed by 1) what the crypto industry SAYS about its desire for legitimacy and then 2) what it DOES in direct contradiction to that: "WSJ reported that crypto exchange shut down internal investigation into transactions funding terror groups..."
Real‑time Hormuz Strait Vessel Traffic Data Updated Every 30 Minutes
Data for Hormuz Strait vessel traffic, updated every 30 minutes To monitor Hormuz Strait vessel traffic updated every 30 minutes, 24-hour rolling, type TRHBTKCD Index and WSL SHIPPING in Bloomberg. (via Torsten Slok of Apollo) https://t.co/FEU44SH6R5
Friday's Top Reads: Power Shifts Across Media, Finance, Politics
10 Friday AM Reads: -Netflix Calls Paramount's Bluff -401k Takeover: Private Equity Muscles In -Billionaires' Low Taxes' Problem for the Economy -Quiet Architect of Trump's Global Trade War -The End of the Office -The US Coup: One Year On -U2 Propaganda Days of Ash https://t.co/cSpLOtlpzu
Debate: Should S&P Reclassify HOOD to Gaming?
Should S&P move $HOOD from Financial Services to Gaming? Put it in an entirely different GICS category? @RealJimChanos
Thursday's Top Market Insights: Funds, Tech, Bitcoin
10 Thursday AM Reads: -Fidelity Contrafund’s Will Danoff’s Secret Sauce -200 lines of markdown just triggered a $285 billion sell-off —what broke -Your stocks have been slumping, but you probably can’t blame Trump -Bitcoin’s Binary Endgame -Stumped Waymos Driven From Philippines https://t.co/FLNkyDLJUD
