Category: Consumer

Auto Loan Affordability Tanks, and Delinquencies at Three-Decade High

Subprime is securitized into ABS derivatives that’s reminiscent of mortgage-backed securities that were responsible for the Great Financial Crisis.

The Bull in Cattle Takes a Breather After Rallying to All-Time Highs

Beef prices at your favorite butcher will stabilize near term, but are likely to remain elevated and increase in 2024 - Technical Analysis.

Blue Gold – Investing in the Fresh Drinking Water Crisis: Forever Chemicals

ZeroWater filter systems, and companies using industrial scale PFAS remediation technology aka SAFF.

Is Another Bull Brewing in Your Cup of Joe? – Technical Analysis

A prolonged supply crisis will impact global coffee production, inventories, imports, exports, and shortages in 2024.

Bubble, Bubble, Housing Market Toil and Trouble: Capitulation

Buyer sentiment and data points appear to have entered a phase that mirrors the Great Financial Crisis housing bust to boom cycle, or worse.