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“Home construction activity rebounded in March after severe weather depressed activity in February. While fundamentals remain strong for the housing market, headwinds are growing.” – Robert HughesREAD MORE
“Companies feel obligated to offer value statements to their customers, despite often having records of conduct contrary to the socially acceptable view; consumers sense the game being played and accordingly, chafe. Rather than a sign of the times, the embracing of woke capital may simply come to be a relic of the times.” ~ Peter C. EarleREAD MORE
“There are other reasons for the Buffett Indicator ratio to be trending higher. Corporate earnings are growing nearly twice as rapidly as the growth in nominal GDP. The Buffett indicator, though at high historical levels, is not per se signaling that the market is overvalued.” ~ Gregory van KipnisREAD MORE
“In this case, the deniers who lived their lives were correct. Avoiding all contact proved idiotic. The ‘doubters’ had science on their side. It’s all yet again a reminder that hysterical certitude isn’t the same as knowledge. Emotion is its own form of denial.” ~ John TamnyREAD MORE
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