Fears of inflation and recession are putting some sectors under more pressure than others

Fears of inflation and recession are putting some sectors under more pressure than others

A woman pushes a shopping cart through the grocery aisle at Target in Annapolis, Maryland May 16, 2022 as Americans brace for summer sticker shock as inflation continues to mount. Jim Watson | AFP | Getty Images People still seem willing to travel, go to the movies and have a drink or two, even as … Read more

The housing market just hit a wall. What’s Next for Prices, Brokers, and Builder Stocks?

The housing market just hit a wall.  What's Next for Prices, Brokers, and Builder Stocks?

My summer portfolio strategy is to play the old disco hit “Baby Come Back” while slowly dancing with my December brokerage statements. If it works, I have a business idea involving Hall, Oates, and a two-and-20 fee structure. At least there is real estate. Home equity set to reach record highs. On the other hand, … Read more