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Correlating macro events to your micro environment

Housing inventory up, prices down?
It’s been a minute since my last post & a lot has changed. A new president is in the white house and new economic data provides a bit...
Macro Investor
Mar 42 min read
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The US Economy: Hoarders of Cash
With all the worry of an potential recession, let’s take a step back and look at how likely they really are. Since 1947, there have been...
Macro Investor
Nov 22, 20242 min read
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Do wages affect housing prices?
Continuing with the outlook of housing prices the next 12 months, I thought to myself, “Do wages play any role in housing prices?”. To...
Macro Investor
Nov 11, 20241 min read
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Who's going to win the election?
It doesn’t matter. Kamala wins? Increased fiscal spending = growth. Con? Potential for inflation. Trump wins? Pro business, lower taxes =...
Macro Investor
Nov 4, 20241 min read
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Unemployment & housing prices. Where do we go from here?
Lets keep up with the reoccurring theme in my prior posts, unemployment. How does it correlate to housing prices across the US? Housing...
Macro Investor
Oct 31, 20241 min read
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Where do we go after the election with inflation being a hot topic?
The usual consensus prior to an election is high uncertainty, which markets hate. Resulting in markets going up after elections. But that...
Macro Investor
Oct 25, 20242 min read
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Higher for longer, but for how long?
Whether we want to believe it or not, the Fed has stuck to its plan of higher for longer, how long is longer? Let’s look at why the fed...
Macro Investor
Oct 23, 20241 min read
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