For a brief moment, Fed Chair Powell was truly leading the with real backbone, but that moment faded nearly as fast as it had originally materialized.

November 2022

As we leave the delusional "Everything Bubble" years far behind, getting "back to basics" will be difficult but ultimately a healthy trend towards a…

October 2022

The Fed created our current bout of runway inflation and only they can contain it, but to do so, they have to go big... Really big.

August 2022

The spectacular home price surge seen in the wake of the anomalous pandemic economic period is now beginning to abruptly reverse.

July 2022

Given that the Fed's own reckless monetary policy is the source of today's inflation, will they finally show some responsibility and fight the rising…
2
Home prices have, yet again, been recklessly pumped up by the Fed's own "easy money" monetary policy leading to an even larger disconnect from…
2
The cost of the Fed and the Federal government's reckless response to 2008's "Great Recession" is finally coming due and with it, bringing a new even…
4
The housing run-up post-COVID panic was so absurd that even highly qualified buyers with loans made using traditionally sound lending standards are in…
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June 2022

The Fed is way behind the curve on the battle against surging inflation; either they want to fight or they don't, but tepid rate action is not a…
Something is askew in the Jumbo home loan lending market and, as interest rates quickly reset upward, risks abound.
1
Today’s release of the Durable Goods Manufacturers’ Shipments, Inventories and Orders Report (M3) showed that new orders for manufactured durable goods…
It is surprising how many macroeconomic commentators propagate the false notion that “quantitative easing doesn’t cause inflation” typically offering up…