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Cory’s Chart Corner
Load MoreMany will focus the blame of market drawdowns on the tariffs and ignore the fact the SP500 (only a few weeks ago) was trading at 4 std devs above its historical mean…valuation also matters.
BREAKING: The European Union is preparing further counter measures against newly announced US tariffs of 20%, per CNBC.
Monthly Archives: August 2022
Rosenberg: Rate hikes likely to end sooner than markets think
David Rosenberg, founder of independent research firm Rosenberg Research & Associates Inc., talks with Financial Post’s Larysa Harapyn about how rate hikes will end sooner than markets think. Here is a direct video link.
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Housing has led the deepest economic contractions historically
Some 65%+ of households in Canada and the US own real estate. While the most affluent 10% own 89% of the stock market (in some form), the bottom 90% own 55% of all real estate. Being the lion’s share of … Continue reading
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Epic auto bust cycle now unfolding
After housing, the auto sector is the next major driver of the consumer-driven economy. Since most buyers in both sectors are heavily financed, demand and prices tend to expand and contract with the credit cycle. From 2020 through 2021, a … Continue reading
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