Notes on markets, money, and the long view. The Weekly Update from Anton, plus press, and the occasional essay.
Weekly Update
Late Friday afternoon on November 29, 2024, 61 of us traveled from San Antonio to Reynosa, Mexico to volunteer for Strategic Alliance to build three houses for three related families all living in small shacks.
Weekly Update
The housing market came to an abrupt halt for the second time this century. The first shock to housing was following the 2008 Great Recession when existing home sales plummeted from a record 7.25 million annual sales in
Weekly Update
As long-time readers know, to determine potential future events I refer extensively to similar historical periods for insights and guidance of what the future may hold. The saying is very true “That if you don’t know whe
Weekly Update
I don’t know about you, but it seems the costs for everything are getting crazy. My wife went to the grocery store and items that were $9 last week are $14 this week. You can’t tell me grocery store or supplier costs hav
Weekly Update
According to this month’s University of Michigan’s Survey of Consumers report, Consumers for the fourth consecutive month have improved their view of their finances and the economy. It’s been a rough road for consumers t
Weekly Update
September retail sales increased 0.4% from August and is the third consecutive month over month (MoM) it has increased. The 0.4% is substantially higher than August’s 0.1% monthly increase. Even though retail sales have
Weekly Update
Prior to the outbreak of the coronavirus in 2020, we used to host multiple client and friend dinner events each year. We would have these events typically at excellent local restaurants in the South Bay and East Sacramen
Weekly Update
We have warned at the end of the strong first half of 2024 that a summer selloff is not unusual. Not only are selloffs and market corrections typical, but they are also necessary to extend a positive growth trend of stoc
Weekly Update
Today we have received a trove of economic reports that indicate that companies are still hiring and growing while it appears the economy is in a mild slow-down cycle. This seems contradictory and begs the question:
Weekly Update
The very low volume of existing home sales reported last week by the National Association of Realtors (NAR) would indicate the continued impact of current decades' high mortgage interest rates. The NAR reported only 3.86
The Weekly Update
Anton’s note on the week, plus new essays. No noise, sent when there is something worth saying.
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