Sentiment Sours As Stocks Pull Back
Sentiment Sours As Stocks Pull Back
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Goldman on Shelter Inflation
by Calculated Risk on 12/12/2025 04:21:00 PM A few brief excerpts from a Goldman Sachs research note on shelter inflation: [R]apid multifamily supply growth amid a cooler labor market, slower immigration, and an already rising vacancy rate is likely to keep new lease rent growth subdued in 2026. … We forecast that PCE housing inflation…
Linkfest: 20 May, 2026
Some stuff I am reading today morning: US 30 Year Treasury yield tops 5.19% (CNBC) How Trump backed off attacking Iran (CNN) India loses all slots in top 100 cos (MC) FMCG prices set to rise (FE) One Hedge Fund holds key to Ukraine (Bloomberg) Bonds, Barrels and Bulls (ML) The Case for Shorting (Verdad)…
Nvidia Keeps Crushing It | From the Mind of the Gorilla
Ah, Nvidia… The undisputed king of the AI gold rush and Wall Street’s favorite overachiever. Establishing irself as THE chipmaker in the AI industry – Nvidia has delivered (both profits and chips) time and time again… It’s almost as if it doesn’t know how to fail. Everybody keeps wondering when it’s going to drop the…
Travelers Dividend Increase
On 16 April, Travelers (TRV) increased its dividend by 13.64%, from $1.10 to $1.25 per share. The dividend is payable on 30 June to shareholders of record on 10 June. TRV’s contribution to DivGro’s projected annual dividend income will increase by $18 to $150. I own 30 shares of TRV at an average cost basis of $87.70 per share. Following…
