ulvy@ulvy
Joined June 2009
250 Photos and videos
I sort of feel like there is no oil shortage or fertilizer shortage because why are these commodity stocks not confirming the shortage headlines.
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I was talking to a guy whose company designs the buildout plans for new datacenters and power grids for datacenters. He said they cannot take on anymore work this year. Not enough people. This is good and bad. Demand is there. But this is a tailwind for new buildouts?
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Half of $SPX has already lost 200-day. The index is still 6% above it. Nonstop deterioration in market breadth.
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Consumer type of stocks seem to be in a bear market? Marriot, Walmart, Home Depot
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Bankruptcy filings since 2008
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interesting view of existing home sales vs New home sale prices
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In 2007, I knew a 100% increase in inventory was a big red flag....and it got bigger. Interesting is inventory is still lower than the historical average of 8k. What happened is from 2003 to 2009, New construction was double the historically mean and thus a rise in existing.
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Property tax for a house i own. 2026 is $200 more around $2100. 125% increase.
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Looks like grains are making a move up and to the right?
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Metals too
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The South and West proobably the two areas probably seeing some house selling pressure and price pressure.
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But....it looks like there are plans to keep building the most houses in the South.
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Construction materials for residential housing is going up. Hopefully it is just an oil related spike that will go back down
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Spain....I want what they are selling. AI or Iran War... they are not fazed. Just chugging along up and to the right with little volatility. 200% gain in 3 years. Do they even have any high tech companies?
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this sounds dangerous . Bullish for toilet manufacturers
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After a big run up in housing construction material from 2000 to 2022, there has been a period of sideways. That just ended? I am guessing new housing prices will start rising or builders just will not build?
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