We have more new homes for sale as of Feb. Than we did in December of 2007. 500,000 and counting!

Lennar recently reported their lowest margin in ten years. My US Homebuilding Situation index saw it coming.

Add to the mix a rare negative retail sales print.

Hi. Bacon, Eggs and Toast. Priced in federal funds rate cyle indexing. Eggs!

Hi. Here's a look at inital unemployment claims. Already above mean/median. The next 12-20 weeks we should see a spike again. Tarrifs will most likely alter/destroy demand. If both those happen inflation will recede, but then we'll have a host of other problems.

Hello. They aren't as low as they seem. And by the time they are "high" recession will be over. It's about timing the situation.

Hello. I'm here to mostly discuss economics.