Robert SwigertMay 19, 202310 minAmerica BuildsThe Recent Outperformance of Homebuilders Could Last Since the beginning of the year, Homebuilders' equities have been markedly...
Robert SwigertJul 16, 20213 minMorning in America, at LeastThe United States Reassumes Its Position as the Engine of the World Economy Earlier this week, we discussed our view on inflation rates...
Robert SwigertMar 26, 20214 minHappy/Solemn Holidays, Good Weekend and Spring BreakGreen Shoots goodstead wishes to apologize to its Members for the lack of depth of analysis this week. Our attention was focused on a...
Robert SwigertFeb 25, 20215 minWhere We Are in the Current Economic CycleThe macroeconomic picture in the United States is best understood as a tale of two economies: one is in a deep recession, from which it...