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5 Things I Am Watching Today: October 29th, 2025
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1. Rate Cut Day: All Eyes on the Fed and BoC It’s rate cut day. Everyone is expecting a rate cut from both the Bank of Canada and the Federal…
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5 Things I Am Watching Today: October 28th, 2025
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1. U.S. Home Prices: Cracks Are Showing We get U.S. home prices data today — and it’s showing significant deceleration. But as I’ve said before, investors are acting like nothing…
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5 Things I Am Watching Today: October 27th, 2025
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1. Big Week Ahead for Interest Rates This is a big week for interest rates, so stay alert. On Wednesday morning, we get a rate announcement followed by a press…
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Have Investors Overshot on the U.S. Housing Market?
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Disconnect Between Housing Stocks And U.S. Housing Marke Is Uncanny When you look at the data, it’s hard not to notice the disconnect. Homebuilder sentiment is in the gutter. Home-price…
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5 Things I Am Watching Today: October 24th, 2025
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1. U.S. Inflation Cools — Is the Fed Finally Cutting? We finally have some data on the U.S. economy. The Bureau of Labor Statistics reported CPI figures for September, and…
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Everyone’s Bullish on Gold Prices – Time For Reality Check
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A Day Gold Bugs Won’t Forget October 21st, 2025, will probably go down in history as a day gold bugs remember for a long time. Why? Because gold prices witnessed…

