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Number unemployed for 27 wks+
keeps rising since 2024…growing economy it’s negative.
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Jeremy Grantham on why governments can’t solve the problems and future economy…M1 more positive
From Feb 2025, a lot of his comments are bs like ai, green, etc. but he does mention disgruntled workers, vote the bums out mentality and overvaluation. He doesn’t mention real estate being a stock only guy. He also has … Continue reading
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Weakening USD (Q2 breakout below 100) means weakening economy (mid 2021-2022 was opposite)
2022 economy booming…
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Lennar (Real Estate) home prices fall to 2020 levels already 1 year into downturn
Margins and revenues keep falling…
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