What I'm Reading The Weakest Link: Environmental and anti-business regulations make California the absolute worst possible place to be the US focal point for supply chain issues. Wall Street Journal Narrative Violation: Last week's taper announcement was met by rates falling substantially at the long end of the yield curve. ...
November 2nd – Sell the News
What I'm Reading Sell the News: Interest rates have increased in recent months as the Federal Reserve began signaling that they will begin tapering their bond purchasing. However, recent history suggests that yields tend to fall once actual tapering begin. US Housing and Mortgage Market Weekly Staying Close: Relocations are...