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Entry‑level homebuilders and buyers appear to be reaching a tentative truce, highlighted by Lennar Corp.'s aggressive price cuts and incentive programs. Over the past four years Lennar lowered average selling prices by 22%, while construction costs fell 7% and its order backlog began to grow again. Resale‑home inventory growth has slowed to 5.7% nationally, easing competitive pressure on new builds. The combined effect suggests a modest stabilization in the housing market, improving affordability and setting the stage for incremental demand growth.
Oil is a almost perfectly fungible commodity* with a single global price ... except during periods of stress Via JP's Natasha Kaneva, the spread between North Atlantic sweet light and the oil Asia normally buys has reached extreme levels * setting...
An unintended consequence of the strikes on Iran’s gas fields? Turkey may be forced to import more LNG 🇹🇷 🚢 Iran sends gas from South Pars to Turkey via a pipeline (making up ~15% of the country’s demand) If that’s shut,...
Markets entered the day in a low‑volatility mode as investors waited for the Federal Reserve’s rate decision. The calm evaporated when reports of Israeli and U.S. air strikes on Iran’s South Pars gas field sent oil prices sharply higher and a...
If you want to retire at 65, you have to save at least 15% of your salary (including 401k match) starting at 25. Use that money to: 1. Get full employer's 401k match 2. ESPP (if applicable) 3. HSA (if eligible) 4. Roth IRA 5. Finish...
The article from TrendInvestorPro is essentially a login and subscription prompt rather than a traditional news piece. It highlights the platform's offering of systematic trading strategies, momentum scores, and video tutorials for stocks and ETFs. No substantive market data or...
📺 BIG DAY FOR MEMORY STOCKS The real move in names like $MU, $SNDK, and $WDC happened before $MU earnings, not because of them. A textbook sequence played out: red dog reversal, relative strength vs a weak market, clean holds of...
U.S. diesel prices broke the $5‑per‑gallon barrier, reaching a national average of $5.07, while gasoline edged toward $4 at $3.79. The surge stems from heightened Middle‑East tensions, notably the war against Iran, which have pushed crude oil above $100 a...
Bitcoin surged past $75,000 early Tuesday, breaking a long‑term resistance corridor and triggering a sharp rally. The move was underpinned by the tightest monthly Bollinger Band squeeze on record and a massive unwind of bearish options positions, creating a potent...
Ambulatory Surgery Center owners are increasingly using sale‑leasebacks to turn trapped building equity into cash while keeping operational control. By selling the property to an investor and signing a 10‑15‑year triple‑net lease, physicians can boost EBITDA, improve valuation multiples, and...
The market has had a negative return about 1 in every 4 years. You can expect a drop of over 10% every other year. You can expect a drop of over 20% about every four years. Successful investors know this. If you can’t...
Wall Street lifted on March 17 as the S&P 500 climbed 0.2% to 6,716.09 and the Nasdaq rose 0.5% to 22,479.53, sparked by fresh demand for agentic AI solutions and a modest easing of global energy‑supply worries. The bounce marks...
ING strategist Francesco Pesole warns that a hawkish revision of the Federal Reserve’s Dot Plot could strengthen the U.S. dollar, even as oil prices remain decoupled from currency moves amid the Iran‑related conflict. The market currently prices a single rate...
Catastrophe bond issuance in the first quarter of 2026 is projected between $6.34 billion and $6.54 billion, making it the second‑largest Q1 on record. February 2026 already broke the $2 billion threshold and March is on track to exceed $3 billion, setting new monthly...
File under: Wish someone had told me When interest rates go to zero, the main reason to sell real estate is bc pricing goes crazy. But a secondary reason to sell is that interest rates at zero will catalyze a development boom,...
Producer Prices - How much oil data (days > $80) is in this PPI inflation data? PPI vs Brent Move -- Zero days above $80 in this Feb PPI print—WTI cruised the entire month between $61–$67 (avg ~$64.50, peak 67.31 on...
The recent Iran war has exposed the shortcomings of the Gulf’s long‑standing “protection for sale” model, where security is bought through U.S. arms deals and basing rights. Authors argue that reliance on conditional American guarantees is unsustainable. They propose that...
Comparing what is now happening with what has happened in analogous historical situations and triangulating my thinking with smart, well-informed leaders and experts has always helped me make better decisions. I have found that most wars are filled with big...
Gold is now down 8% from before the war (blue). That may be due to the crazy run-up in precious metals and people locking in gains now that uncertainty is so high. But - the longer this sell-off lasts -...
Caerus Investment Advisors trimmed its Alphabet position by 35.8% in Q3, selling 23,159 shares and ending the quarter with 41,481 shares worth roughly $10.1 million. While Caerus reduced exposure, several smaller managers – Morse Asset, Robinson Smith, Searle & Co., Navellier,...
𝐓𝐡𝐢𝐬 𝐢𝐬 𝐬𝐨𝐦𝐞𝐭𝐡𝐢𝐧𝐠 𝐲𝐨𝐮 𝐬𝐢𝐦𝐩𝐥𝐲 𝐜𝐚𝐧𝐧𝐨𝐭 𝐨𝐯𝐞𝐫𝐥𝐨𝐨𝐤. What if China’s economic power is much bigger than we realize? In just 45 seconds, I’ll reveal the truth behind China’s 90% Model and how it’s reshaping industries globally. 𝐖𝐡𝐚𝐭 𝐲𝐨𝐮’𝐥𝐥 𝐥𝐞𝐚𝐫𝐧: The insidious strategy behind...
Peak Inklings: $120 Crude, $6 Copper, $5 Corn, $7 Natural Gas - Up almost 25% in 2026 to March 17, the Bloomberg Commodity Index Total Return (BCOM) is showing its diversification attributes. Will autocorrelation be avoided this time? In 2008,...
Iran produces 4-5% of the world's total oil supply, making it the 3rd largest producer in OPEC. The best case for this conflict just took a leg lower. At best, this ends in the next 1-2 months and the Strait...
$5 Corn May Mark a 2026 Peak Alongside $120 Crude - The December corn future (Dec26) stretch to almost $4.99 a bushel around the onset of the Iran war on March 9 may have peak inklings akin to Dec22's $7.66...
What Stops WTI Crude From Reverting Toward $53? The December WTI crude oil future (Dec26), which becomes front-month just before the midterms, was at roughly $76 a barrel on March 17 and may revert toward $53. Before the closing of the...
Natural Gas $3 or $5 Near Year-End? Risks Appear to Lean Lower - The second consecutive colder-than-normal winter pushed the front US natural gas future to a high of $7.83 per MMBtus in January, and the price near $3 on...
📺 WHY THIS FED MOVE СOULD BE SOLD 🛑 Get my newsletter tomorrow: https://t.co/Rqp84Wg39F The market has shown short-term strength going into the Fed today. $SPY has rallied meaningfully from around $662.34 to the $674 area, a solid move given the macro backdrop...
Purchase application data update: +1% week to week +12% year over year Every week this year has had positive year-over-year data. https://t.co/gfHZLTffev
Gold has dropped below 5,000 and cleared its 50-day SMA for the first time in 146 trading days above the moving average. We haven't seen a bullish move of that magnitude (spot above 50 SMA) since March 17, 2008...Remarkable coincidence https://t.co/yoJTpSTTBz
The media's go-to on all things food supply chain related missed a 21c/L drop in carbon prices on diesel fuel, and wrote an article on the implications of the no-longer-existent carbon price on combustion emissions increasing to 29c/L.
$IBIT - I know it's a messy looking chart...but this is how I'm managing my puts (noted yesterday). Get above that AVWAP - ill close it. *Also functioning as a hedge against my $IGV and $COIN positions. https://t.co/pSBzB90JwN
US equities open lower with the Dow gapping down and in turn holding to its multi-week descending channel https://t.co/ZEWi9gngsN
Yesterday was day #17 of the war. The national average of gasoline is up 86 cents (middle panel) Or 28.8% (bottom panel) https://t.co/I26G2JAxHr
The market is gradually pricing in that this is more than a short-term oil shock. Below: white: oil futures curve, current blue: oil futures curve, a week ago orange: oil futures curve, 6 months ago https://t.co/8wQF3jaa8y
Through mid-March, homebuilder sales and pricing trends have underwhelmed. Not a great start to the spring selling season, with homebuilders we survey noting Iran/oil/rising interest rates becoming part of the consumer psyche for staying on the sidelines.
Carbon price directly applied on diesel decreased by 21c/L from 2024-26. It was scheduled to increase to 29c/l. The Food Professor's math assumes that linear increase over time remained in effect. No, it's not the CFR or the industrial price,...
$LULU "Trade Idea 4: Sell the March 140/187.50 Strangle for a $2.20 credit.' looks to expire, let IV fall then can buy to close or watch
There are more than a dozen strategies you can consider to save at the pump. https://t.co/PxK1SHJYEf
Inflation Just EXPLODED 🔥 Does the Fed Have a Crisis on its Hands? Stocks crashed. Gold collapsed. Dollar soared Fed meets TODAY - and this one number could change everything for 2026👇 Follow for updates $SPY $QQQ $DIA $GLD $DXY $USDJPY $ES...
So many important areas of the market have failed their breakouts....if you use intermarket analysis...why would the assumption be small caps won't? We have no confirmation from anywhere else in the market it would? Energy(ish) stocks literally the only area of the...
Rates moves from Jan FOMC to today are basically all in the front end https://t.co/z4SHlodCLM
Oil for delivery in 12 months is now way above its spike on March 9. Even if the futures curve were a market forecast of prices -- which as @Rory_Johnston will remind us, it is absolutely not -- that forward...
As in decades past, high oil prices are causing fears of recession & pain at the pump. But the shale boom means the US now has the potential to turn a previous vulnerability to a source of strength. My latest with...
$spx futures from +35 to -25 It’s good to get up early and manage ur positions. $spy chart https://t.co/jgRx8rsmyg
Israel just struck Iranian infrastructure at South Pars, the world's biggest natural gas field. This natgas episode is definitely worth a listen ⬇️⬇️
FOMC day and "extended pause" hedging pressuring whites. 2026 cuts down to 23 bps. Of course, Fed has an opportunity reset all of this via FOMC statement, SEP, and presser. Should be a fun day https://t.co/pMoJFfaIiY
The 10-year Treasury yield (blue) has fallen, pulled down by expectations of Fed easing and a lower 2-year yield (black). But that's a deceptive picture. 10y10y forward yield is near record highs (red). Markets price big risk premia in long-term...
$QQQ off 4 from pre-market high on news of Israeli strikes on Iranian gas facilities... https://t.co/CTzBR2yMse
If u sold strength or stopped out in $gld last week. This $450-$451 one area is an interesting spot to watch https://t.co/BNDVEeTVUI
Both sides are now targeting upstream (ie, production) oil and natural gas assets. Is this an attempt to escalate to de-escalate? Or is it simply a sign that escalation is spiralling out of control?
