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Hale Stewart

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  • Increased Interest Rates, Asking Prices Taking Serious Bite Out Of Home Sales
    on Yesterday, 4:23 PM IYR, VNQ, XHB 4 Comments
  • The State Of Housing: An Update On Permits And Starts
    on Mon, Apr. 21 IYR, VNQ, REZ Comment!
  • Thoughts On U.S. Inflation In Light Of Yellen's Comments
    on Thu, Apr. 17 IYK, UGE, SZK 4 Comments
  • Real Retail Sales Set New High: Real Wages Decline
    on Tue, Apr. 15 XRT 1 Comment
  • Why Progressives (And Everybody Else) Should Care About Corporate Profits And Stock Prices
    on Tue, Apr. 8 SPY, DIA, QQQ 5 Comments
  • March Jobs Report: New Highs In Aggregate Hours Worked, Private Sector Jobs
    on Fri, Apr. 4 DIA, SPY, QQQ 3 Comments
  • A Maturing Expansion: Auto Sales; PCEs Vs. Real Retail Sales
    on Fri, Apr. 4 DIA, SPY, QQQ 2 Comments
  • A Cautionary Note About Employment
    on Wed, Apr. 2 SPY, DIA, QQQ 1 Comment
  • February Jobs Report: Surprisingly Decent
    on Fri, Mar. 7 SPY, DIA, QQQ 1 Comment
  • January Existing Home Sales And The Housing Slowdown
    on Fri, Feb. 21 XHB, ITB, REZ Comment!
  • A Closer Look At The Housing Slowdown
    on Thu, Feb. 20 IYR, VNQ, DRN 7 Comments
  • If Consumers Can't Buy And Can't Refinance, A Recession Follows
    on Mon, Feb. 3 SPY, DIA, QQQ 12 Comments
  • A Reminder About Housing Sales And Prices
    on Wed, Jan. 29 IYR, VNQ, REM Comment!
  • The Housing Slowdown Has Already Begun
    on Tue, Jan. 28 REZ, RTL 4 Comments
  • The Exception To The Rule About Interest Rates And Housing
    on Fri, Jan. 24 DRN, DRV, FRI 1 Comment
  • Existing Home Sales Down YoY And Down 10% From High For Second Month In A Row
    on Thu, Jan. 23 REZ, RTL 2 Comments
  • Why The Decelerating Trend In Housing And Car Sales Is A Cause For Concern
    on Tue, Jan. 21 SPY, QQQ, SH 4 Comments
  • A Maturing Expansion
    on Tue, Jan. 21 SPY, QQQ, DIA 1 Comment
  • Housing: The Last Time Low Interest Rates Got 'Less Low,' It Wasn't 'Different This Time'
    on Thu, Jan. 16 REM, REZ, RTL 3 Comments
  • The State Of The Consumer: 'I'm Not Dead Yet!'
    on Mon, Jan. 13 SPY, QQQ, SH 2 Comments
  • BIG Employment Miss
    on Fri, Jan. 10 SPY, QQQ, SH 3 Comments
  • 2014 Forecast: A Year Of Deceleration
    on Mon, Jan. 6 SPY, DIA, TLT 5 Comments
  • Calculated Risk And I Have Made A Bet On Housing's Direction In 2014
    on Thu, Jan. 2 REZ, RTL 11 Comments
  • Why Stagnant Wages And Trends In Interest Rates Make Me A Longer-Term Doomer
    on Dec. 9, 2013 SPY, QQQ, DIA 18 Comments
  • Consumer Inflation For November Likely +0.3%
    on Nov. 29, 2013 3 Comments
  • Household Deleveraging Stabilizes At Record Low Levels
    on Nov. 22, 2013 SPY, QQQ, SH 14 Comments
  • Lowest Inflation In 50 Years (Ex-Great Recession) Helps Wages, Jobs
    on Nov. 21, 2013 Comment!
  • October Jobs Report
    on Nov. 21, 2013 1 Comment
  • The Oil Choke Collar Disengages: Gas Prices Near 3 Year Low
    on Nov. 11, 2013 UGA 2 Comments
  • Primary Coincident Economic Indicators For September Continue To Show Slow Growth
    on Nov. 4, 2013 SPY, DIA, QQQ Comment!
  • Consumer Prices In October Near Their Lowest Point In 50 Years
    on Oct. 30, 2013 IYK, UGE, SZK 1 Comment
  • The Oil Choke Collar Disengages
    on Oct. 21, 2013 OIL, UGA 5 Comments