Market Insights

Making the economy, markets, and personal finance less complicated

  • Economics

    Checking in on the Housing Market

    Aug 19, 2020

    This morning we received some data that support the narrative of a rapidly recovering housing market. Housing starts and building permits surged 22.6% and 18.8…

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  • Economics

    The Sagging Dollar

    Aug 7, 2020

    I've received a few questions about the recent drop in the dollar.  Currencies can be a complicated subject, but I'll try to make the topic a little easier in …

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  • Economics

    Just How Bad Is It?

    Jul 31, 2020

    We finally received the first estimate of second-quarter GDP this week, along with a bunch of other data.  Though the figure wasn't quite as bad as the consens…

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  • Economics

    Cognitive Dissonance

    Jul 24, 2020

    The S&P 500 continues to grind higher, and it is now just 3.5% away from the all-time high posted in February. As is usually the case with bull markets, go…

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  • Economics

    A Massive Shock

    Jul 10, 2020

    For this week's Market Commentary, I am attaching an excerpt from the second quarter edition of The Farr View.  If you would like to read the full piece, pleas…

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  • EconomicsStock Market

    Closing The Gap

    Jun 19, 2020

    It appears that the S&P 500 has settled into a trading range after making a run at its all-time high earlier this month.  The index currently sits about 8%…

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  • Economics

    The Paradox of Thrift

    Jun 4, 2020

    We received some fairly stunning data out of the Bureau of Economic Analysis (BEA) last Friday.  The government agency reported that Personal Income rose at a …

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  • Economics

    China Tensions Could Kill This Bullish Recovery

    May 28, 2020

    By Michael K. Farr and Dan MahaffeeThe world's second-largest economy suspended guidance on its gross domestic product for the first time in 25 years, citing p…

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