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Homebuilder Stocks: A Short-Seller’s ATM

by irdadmin | May 22, 2018 | Financial Markets, Housing Market, Precious Metals, U.S. Economy

Someone or some entity – likely a hedge fund – bought 4500 September $35-strike puts on XHB on Thursday last week when XHB was trading just above $39. That’s a $225,000 speculative bet that the XHB drops more than 15% by mid-September. This morning...

Are The Wheels Coming Off The System?

by irdadmin | May 17, 2018 | Financial Markets, Gold, Housing Market, Market Manipulation, Precious Metals, U.S. Economy

The dollar is said to be “soaring,” though I take issue with that characterization for now (see the chart below);  10-yr Treasury yields are also rising, though the yield on the 10-yr is only up about 67 basis points if you measure from January 1, 2017. ...

Sparks Fly Toward The Debt Powder Keg

by irdadmin | May 15, 2018 | Financial Markets, Housing Market, Market Manipulation, U.S. Economy

The stock market has gone 74 days without making a new high but that hasn’t stopped the bulls from boasting about how it is up or flat six days in a row. I still say to sell into strength – David Rosenberg, Gluskin-Sheff The narrative that the economy continues...

Subprime Mortgages: The Dog Returns To Its Vomit

by irdadmin | May 11, 2018 | Financial Markets, Housing Market, U.S. Economy

Other people’s money is always more fun to play with recklessly than your own.  As such there’s been a quiet escalation in number of  private capital pools offering mortgage (and auto) financing to subprime quality borrowers.  “Special Circumstance...

Homebuilder Stocks Are In A “Bear Market”

by irdadmin | May 9, 2018 | Financial Markets, Housing Market, Market Manipulation, U.S. Economy

I strongly believe that labeling the condition of the stock market based on arbitrary “percentage changes” up or down is absurd.  But then again most attributes of the current stock market are sublimely ridiculous, if not outright Orwellian. But, what the...
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