Inventory is a key housing metric—here’s what state level inventory is telling us right now by ResiClub
Assuming nothing dramatic changes, most states will see rising active inventory this year which could lead to softer home price growth.
Tariff Uncertainty Weighs on Markets as Growth Slows by Professor Jeremy J. Siegel
Signs that the economy is slowing has led to bonds rallying and the most expensive stocks in the market getting sold-off. Uncertainty around tariffs is impacting sentiment, but the quick reversals we’ve seen so far make it hard to act on it as an investor.
The (Not So) Magnificent Seven? by Charles Schwab Asset Management
Investors are getting more defensive and shifting from the Mag 7. The indices are holding up, but the average stock is in correction territory with the Nasdaq looking the worst.
Predicting a Financial Crisis by Ben Carlson
Ray Dalio is predicting a crisis, this time based on U.S. debt levels. Nervous? Maybe you shouldn’t be. It turns out Dalio predicts a new crisis every two years. His macroeconomic calls aren’t how his fund made money, so take these predictions with a very big grain of salt.
An Orchestrated Recession? Trump’s Tariffs, AI, and the Future of US Power by Kyla Scanlon
Kyla looks at the idea that the administration is looking to create a recession in the short-term to reorient the economy and give the U.S. the opportunity to refinance its debt at cheaper rates and why tariffs are a costly way to do it.
How Grandparents Can Help with College Costs by Heritage Financial
Helping to pay for a grandchild’s college education can bring great personal satisfaction and is a smart way for grandparents to pass on wealth without having to pay gift and estate taxes. So what are some ways to accomplish this goal?
Book Recommendation
Letterman: The Last Giant of Late Night by Jason Zinoman
Boston Corner
Getting to Work in New England: Commuting Patterns across the Region
