Stargazer Asset Management Weekly – March 14 2022

Our weekly tour of Global Markets.

BY ERIC FILL

SAM Weekly _ March 14 2022

Other posts

Day Hagan/NDR Smart Sector® with Catastrophic Stop Strategy August 2024 Update

BY BRIAN SANBORN

Day Hagan/Ned Davis Research Smart Sector® with Catastrophic Stop strategy, model and allocations update. Read more →

Thoughts From The Divide: Downpayments on a Dream

BY JON WEBB

Buddhist teaching holds that all things are in a constant state of flux, implying that we should be prepared to let go of even our most cherished hopes. The John Burns affordability index seems to confirm this, suggesting that, at least for the time being, the American dream of home ownership is out of reach for new buyers. John Burns’ index includes the costs of a 30-year fixed-rate mortgage, amortization, insurance, and property taxes (naturally, it’s in the small print). Read more →

Thoughts From The Divide: The Right Time to Strike

BY JON WEBB

The saying is that one should wait until you see the whites of the enemy’s eyes before firing, but are there times when it’s worth waiting until you feel their breath? Case in point, the “whites” (losses) are certainly visible now in real estate debt, as we’ve highlighted in these pages, with the obvious consequences for owners of real estate debt. The latest data from the FDIC served to further highlight the obvious, warning that there are “63 ‘problem banks’ and $517 billion in unrealized losses” courtesy of higher rates hurting bank holdings of fixed income. Read more →

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