Timber Bear – The Decline in Lumber Prices and Stocks to Watch

Timber Bear – The Decline in Lumber Prices and Stocks to Watch - A $2 trillion infrastructure bill is back on the table.

Viva La Shrinkflation – Tiny Bedrooms are Sprouting “in” the Retail Apocalypse

Viva La Shrinkflation – Tiny Bedrooms are Sprouting “in” the Retail Apocalypse - communal living in someone’s technocratic socialist utopia dream of the future.

Bubblicious Housing – Having the Brains to Walk When It’s Time to Walk Part 2

Bubblicious Housing – Having the Brains to Walk When It’s Time to Walk Part 2 - The Homebuilders Implosion.

This Ratio Chart Could Make or Break a Fall Rally in Gold

This Ratio Chart Could Make or Break a Fall Rally in Gold - Given current geopolitical tensions, tariffs, sanctions, blood in the streets in emerging markets, and currency wars, anything goes.

A Snake Oil Economy and a Fox in the Hen House

A Snake Oil Economy and a Fox in the Hen House - excessive borrowing and leverage in the U.S. economy.