US Tag

Spotlight PulteGroup: Building Homes to Embrace Change

18 Mar, by Knowledge Leaders Team in Knowledge Leaders

The third largest homebuilder in the US, PulteGroup builds and sells homes in 40 cities across the country. As such, it has benefitted from new and emerging pandemic trends, including an increased preference for single-family living and ongoing remote work. This Atlanta, Georgia-based Knowledge Leader...

Runs, Slumps & Tactical Allocation

26 Mar, by Knowledge Leaders Team in Portfolio Management

Similar to a basketball player with a ”hot hand”, stocks go on statistical runs.  And similar to a player with a ”cold streak”, stocks have slumps.  Over time, with a proper perspective, it is easy to measure the extent to which these runs and slumps...

Australian Consumer Confidence Points to Lower Output in US and China

10 Sep, by Knowledge Leaders Team in Uncategorized

Australia, being one of the world’s biggest commodity producers, finds itself at the very beginning of the global supply chain for infrastructure investment and many manufactured products. It makes sense then, that magnitude and directional changes in the pace of global investment and consumption would...

US Home Prices Rise In July

02 Sep, by Knowledge Leaders Team in Uncategorized

CoreLogic released their home price index for July today and it showed another 1.25% month-over-month gain in June (including distressed sales). Their index is 7.4% higher than one year ago. If you exclude distressed sales, house prices still rose by 1.07% in July and are...