The News-to-Death Ratio Strikes Again

US Home Prices Unexpectedly Jumped In May; Chicago Leading, Vegas Lagging Having declined for three straight months, US home prices in America's 20 largest cities was expected to rise very marginally (+0.1% MoM) in May (according to the latest data from S&P Cotality Case-Shiller). Instead, home prices accelerated 0.3% MoM (better than expected), lifting the annual appreciation to +1.63% YoY - the fastest annual price gain since July 2025... “Monthly price appreciation continues to reflect the seasonal strength often associated with the spring homebuying season,” Rebecca Kaufman, Associate Director of Commodities at S&P...

The AI Capex Bill Comes Due Authored by Lance Roberts via RealInvestmentAdvice.com, The S&P 500 spent most of the year riding above its 50-day moving average, and we have warned for the last couple of weeks that a break lower would be worth paying attention to. That break occurred on Thursday, as the index closed the week at 7,411.98, roughly 0.8% below the 50-DMA at 7,467, marking its first decisive break below that line in months. Momentum has clearly rolled over. The 14-day RSI sits in the mid-40s, below the neutral 50...

Socialism Is Targeting The Foundations That Made America Great Authored by Victor Davis Hanson via The Epoch Times, This is a lightly edited transcript of a July 6 segment of the Victor Davis Hanson: In His Own Words podcast. One question that came up constantly during this 250th anniversary Fourth of July celebration was whether we were gonna make it another 250 years, 500 years. We could be longer than the Roman Republic. Longer than the Roman Empire. Democratic Socialists of America march in downtown Berkeley, Calif., on Aug. 5, 2018. Amy Osborne/AFP/Getty...