June 17, 2014
Is having more information always a good thing? It’s generally hailed as such, but, depending on your perspective, the reality may be more complicated.
In the news today, there are several examples of more data leading to changes that, while painful in the short run, should yield long-term positive results.
I’ll admit to being a bit out of touch with the markets for the past week, but I did note yesterday’s drop, which we can safely attribute to the increase in oil prices as conflict in Iraq escalates. Like many commentators, I’ve been focusing more on risk out of China and Europe, but the Middle East clearly remains a factor.
June 10, 2014
There’s been a fair bit of commentary lately about the apparent housing slowdown. Possible causes include an absence of buyers, the decline of the investor buyer, low credit scores, and declining affordability.
Do any of these anecdotal problems actually exist? And if so, what effect might they have on the housing market?
With no major stories breaking today, let’s discuss a few key themes in the news lately.
June 3, 2014
I’ve written before that there’s generally more downside risk in the stock market than investors expect. One way to account for that is to look at the VIX.
May 29, 2014
If you haven’t already seen the news online, you’ll no doubt see it on tomorrow’s front pages: first-quarter economic growth was revised down from an anemic 0.1-percent gain to a much worse 1-percent loss.
Check out Brad’s interview on Bloomberg Radio’s The Hays Advantage with Kathleen Hays and Vonnie Quinn, where he offers his general outlook on the markets.
May 27, 2014
I ended last week on a note of shared sacrifice. This week, let’s talk about some of the forms that sacrifice will likely take.
May 23, 2014
One of the joys of being a father is explaining to Jackson things that I, as an adult, take for granted. Today, we’ve been talking about Memorial Day—not as the start of summer but as a time to remember those who have died so we can live in freedom.
May 20, 2014
Check out Brad’s May 20 interview on CNBC’s Worldwide Exchange, where he offers his thoughts on recent U.S. equity market growth and Treasuries.
