The ten most undervalued residential real estate markets for July 2021: Florida and North Carolina account for 50% of the top ten markets. These markets have current median sales prices that are 35% to 79%… Read More »US Residential Real Estate Metro Area Valuation Rankings, July 2021
The ten most undervalued residential real estate markets for June 2021: Florida and North Carolina account for 70% of the top ten markets. These can be primarily attributed to relatively attractive Price-to-Rent ratios (FL) and… Read More »US Residential Real Estate Metro Area Valuation Rankings, June 2021
Home Values, as of June 2021 Nearly every US residential real estate market is experiencing price increases and tightening inventories. Homes are selling in quick order, often receiving offers before hitting MLS. Pension funds and… Read More »US Residential Real Estate Fundamental Valuation
The US is amid a drastic recovery in unemployment from the pandemic high of 14.8% in April 2020 to 5.9% as of June 2021. While total employment has not recovered to the 2019 peak levels… Read More »What Labor Force data say about US migration patterns post-pandemic
Unprecedented times call for a true paradigm shift from the outdated autopilot approach of annual rebalancing of 80% stocks and 20% bonds. Both stocks and bonds have reached such elevated levels, that other assets are… Read More »Time to Reconsider the Long-Term Portfolio Allocation?
Michael Phelps is a good icon for Corn Flakes and an even better representation of what is going on in US these days – we are swimming in corn! It will only get worse once harvest… Read More »Corn Price Could See Further 25% Downside
2016 began with a sharp spike in volatility with investors concerned the bull cycle could be over. Now is more than ever a great time to consider value stocks to remove risk in your stock… Read More »Yet Another Reason to Pay Attention to Value Stock Models
Boston Beer Company (SAM) has been under a lot of heat with declining Samuel Adams and Angry Orchard Hard Cider sales, insider selling, apocalyptic analysts, and short sellers! Prices have fallen almost 50% from the… Read More »Is Boston Beer Value Portfolio Material?
Hey Black Friday shoppers, are you looking for dividend stocks that scream value? The Dividend Champions rankings are updated for November 2015. While it is not quite the end of 2015, I provide an update… Read More »November Value Portfolio Dividend Champions Rankings