THE WEEKLY KUT – January 09, 2023 Welcome to the WEEKLY KUT where I recap the best social media posts, podcasts, and anything else noteworthy that I shared during the week. Today we look back at the week of January 2nd, 2023. Here is what made the KUT. Financial Markets “2022 Year in Review” …
Has The Fed Slayed the Inflation Dragon? Find out in the latest episode of the Mortgage Guru Podcast. You can watch it on my YouTube Channel or visit the subscribe page on MortgageGuruPodcast.com to listen with your favorite podcast app. ———————————– SEASON 03 | EPISODE 1 ———————————– The new year decided to start …
MARCH MADNESS March 2020 was the beginning of utter madness, in so many ways. For the financial markets, it meant unprecedented intervention from governments and central banks to keep the global economy from imploding. As a result of their policy decisions, we all experienced the severe side effect of 40-year high inflation in 2022. …
HOUSING MARKET In Part 5, the final post of the financial markets “2022 Year in Review”, we look at everyone’s favorite topic … the housing market. The 2022 Housing Bubble in the US is BIGGER than 2006, when considering home values adjusted for median income. Meanwhile, the rapid change in mortgage rates this …
THE WEEKLY KUT – December 19, 2022 Welcome to the WEEKLY KUT where I recap the best social media posts, podcasts, and anything else noteworthy that I shared during the week. Today we look back at the week of December 12th. Here is what made the KUT. Financial Markets “2022 Year in Review” This …
YIELD CURVES Yield curves, specifically INVERTED yield curves, are one of my favorite topics. Perhaps because they precede big moves lower in mortgage rates. Certain yield curves, once inverted, have an almost perfect track record for predicting recessions. An inverted yield curve is when a shorter-term bond has a higher yield than a longer-term …
THE STOCK MARKET The Fed liquidity suck is also reflected by the collapse in margin debt. In dollar terms, the U.S. equity market (stocks) erased nearly $16 Trillion of market cap from the peak, worse than the Great Financial Crisis (GFC). Which conjures up the fear of “what if 2008/09 hit again” in …
INFLATION OR DEFLATION Why has The Fed been on such an aggressive tightening path? That question is for all the people who live under rocks. The obvious answer is INFLATION. Unfortunately a lot of the data used by The Fed to determine monetary policy is backward looking. They are driving the US economy while …
GOBBLE GOBBLE Does the tryptophan in turkey make you sleepy, or is it the glycemic shock of massive overeating? Does indulging in cheap credit make you a smart investor, or have governments and central bankers lulled you to sleep with massive intervention (QE, stimulus checks, PPP loans, bail outs, etc.)? No matter how …
INFLATION NOTHING BURGER Inflation is measured as a rate of change. It is also a lagging economic indicator because it uses backward looking data from the month before. I was suggesting the last two months that inflation had likely peaked, especially when we consider month-to-month trends, which had already been slowing. Today’s July …
"*" indicates required fields
