The Squeeze On Renters And Implications for the Housing Market

(This is an excerpt from an article I originally published on Seeking Alpha on September 7, 2014. Click here to read the entire piece.) I tracked down an article posted in Boston.com called “Renters Suffer as Evictions Surge in U.S.” after hearing the topic referenced in a recent Slate Money podcast. One of the guests … Read more

Millennials Are Poised to Deliver the Next Critical Juncture for the Housing Market

(This is an excerpt from an article I originally published on Seeking Alpha on August 3, 2014. Click here to read the entire piece.) Demographic shifts can be key drivers of housing trends. To date I have spent more time examining the impact of aging Baby Boomers on the housing market than aging millennials, defined … Read more

Trading the Breakdown of the Australian Dollar

(This is an excerpt from an article I originally published on Seeking Alpha on November 6, 2014. Click here to read the entire piece.) The pressure is building on the Australian dollar (FXA). If it were not for the fresh collapse in the Japanese yen (FXY), the proverbial risk trade would be looking very shaky. … Read more

Quietly the Swiss Franc Presses the Swiss National Bank’s Nerves Again

(This is an excerpt from an article I originally published on Seeking Alpha on November 5, 2014. Click here to read the entire piece.) Suddenly, the Swiss franc (FXF) is nearing the 1.20 floor against the euro again. Almost three months ago, I thought the Swiss franc was hurtling toward a retest of the longstanding … Read more

Apple Drives Australian Retail Sales, Trade Balance Worsens, and Reserve Bank Stays Steady

(This is an excerpt from an article I originally published on Seeking Alpha on November 4, 2014. Click here to read the entire piece.) Tuesday morning in Australia was a busy time for economic news. First, the Australian Bureau of Statistics reported that the release of the Apple (AAPL) iPhone 6 helped drive electrical and … Read more