Rising Rates Catalyst for, Not Cause of Correction?

Introduction . Headlines are blaming the recent market correction on rising rates. While this may have been a catalyst for the correction, or a tipping point, it was probably not the underlying cause. . Over my career, I have observed that the best stocks have solid earnings growth, improving growth,… Continue reading

Cracks in the Foundation of Housing?

Introduction . I am super interested in the direction of the housing market. Are you? You should be. . Housing normally contributes to a significant portion of one’s net worth. The Federal Reserve reported that housing assets were over $25 trillion in 1Q 2018, or about a quarter of overall… Continue reading