America Builds
The Recent Outperformance of Homebuilders Could Last Since the beginning of the year, Homebuilders' equities have been markedly...
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Robert Swigert
- Jul 16, 2021
- 3 min
Morning in America, at Least
The United States Reassumes Its Position as the Engine of the World Economy Earlier this week, we discussed our view on inflation rates...
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Robert Swigert
- Mar 26, 2021
- 4 min
Happy/Solemn Holidays, Good Weekend and Spring Break
Green Shoots goodstead wishes to apologize to its Members for the lack of depth of analysis this week. Our attention was focused on a...
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Robert Swigert
- Feb 25, 2021
- 5 min
Where We Are in the Current Economic Cycle
The macroeconomic picture in the United States is best understood as a tale of two economies: one is in a deep recession, from which it...
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Robert Swigert
- Feb 1, 2021
- 4 min
Game Stopped
This game will end in tears It's not often that a $250MM company becomes a 25B company basically overnight. It's even more rare that the...
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Robert Swigert
- Dec 18, 2020
- 5 min
Holiday Miscellany: On Jobs, Robbin' Hood, and Crypto "Currency"
Jobs Claims Rise, a FinTech Hero Looks Less Heroic, and Alternative Currencies Continue Their Euphoria-driven Flight Heavenward Initial...
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Robert Swigert
- Nov 10, 2020
- 2 min
Light at the End of the Tunnel
Greater Clarity on the Election Winner and News of a Vaccine Are a Powerful Booster Shot to Markets The first trading day after multiple...
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Robert Swigert
- Oct 28, 2020
- 2 min
"If you can keep your head when all about you/ Are losing theirs...."
On the Importance of Hanging in We've written before about our four basic principles that inform our approach to investment management,...
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Robert Swigert
- Oct 1, 2020
- 4 min
Safes as Houses
A Modest Disquisition on the Concept of Imputed Rents, or, Why Not to Buy a Home It seems almost an article of faith in the United States...
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Robert Swigert
- Sep 25, 2020
- 2 min
Actively Bad
Active managers have failed to earn their fees over the past five years.
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