Thoughts on the Macro Picture
As a new month starts, Mike decided to share some thoughts on the big picture with some implications for investment strategy. This article is for paid members - please login…
What’s Next for Housing: DHI
The housing market has just gone through another government-induced bubble. The question on everyone's mind is its resolution. Will the real estate sell-off do so in an orderly fashion, or…
Dr. Horton (DHI) I Have a Pain
The equity markets have been delivering quite the short squeeze the past few days. The big worry was that the Fed would increase its target overnight rate by 100 basis…