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NAR: Existing-Home Sales Decreased to 3.86 million SAAR in August; Median House Prices Increased 3.1% Year-over-Year
by Calculated Risk on 9/19/2024 11:15:00 AM Today, in the CalculatedRisk Real Estate Newsletter: NAR: Existing-Home Sales Decreased to 3.86 million SAAR in August Excerpt: Sales Year-over-Year and Not Seasonally Adjusted (NSA) The fourth graph shows existing home sales by month for 2023 and 2024. Sales declined 4.2% year-over-year compared to August 2023. This was…
Linkfest: 17 February, 2026
Some stuff I am reading today morning: NGT nod for 80,000 Cr Nicobar project (BW) Macron in India (FE) 3 Land Deals, 3 Disclosure Styles (ML) Silver prices under pressure (DH) Oil bears are underestimating geopolitical risk (OP) China’s Tech shock (CNBC) Application software faces existential threat from AI (Yahoo) Sell Side Research: Engineers India…
The Forgotten AI Investment: Memory – Fat Tail Daily
Monday in the US brought another big AI moment. AMD shares exploded ~25% higher after announcing a multibillion-dollar chip deal with OpenAI. The partnership will see OpenAI deploy up to six gigawatts of AMD GPUs over multiple years, starting with one gigawatt in 2026. As part of the agreement, OpenAI could acquire up to 10%…
Q3 GDP Tracking: Movin’ on Up
by Calculated Risk on 9/26/2025 01:17:00 PM From BofA: Since our last weekly publication, 3Q GDP tracking increased to 2.6% q/q saar from 2.1% & BEA revised 2Q GDP up from 3.3% to 3.8% in the third estimate. [September 26th comment]emphasis added From Goldman: We boosted our Q3 GDP tracking estimate by 0.2pp to +2.8%…
Government to launch OFS for 6.78% stake in GIC, floor price set at Rs 395
The Centre is preparing to launch an Offer for Sale (OFS) for 59.5 million shares in General Insurance Corp (GIC), a reinsurance company. The OFS will trim the government’s stake in GIC by up to 6.78%, reducing its current holding from 85.78% to 79%. The issuance will come with an additional green shoe option for…
