Valuation – Real Assets vs. Financial Assets

Valuation – Real Assets vs. Financial Assets The price of real assets relative to financial assets is at all-time lows since 1925. Should investors own more precious metals and real estate? Image: BofA Global Research

U.S. Housing Starts and New One Family Houses

U.S. Housing Starts and New One Family Houses U.S. housing starts fell 6% in January. Usually, a continued downturn may signal a contraction of the economy. And historically, a decline in residential real estate has led several recessions. But housing is already in a slump and shouldn’t cause a recession.

S&P 500 GICs Level 1 Sector Weekly Relative Rotation Graph

S&P 500 GICs Level 1 Sector Weekly Relative Rotation Graph Technology and discretionary are weakening. Industrials and materials are leading. Financials, utilities, staples, health care and real estate are improving. Energy and communication services are lagging. Image= BofA Global Research

U.S. National Housing Expansion Length

U.S. National Housing Expansion Length The current recovery in housing is in its 9th year. How long will it last? Image: John Burns Real Estate Consulting

Watch Warren Buffett’s full interview with CNBC’s Becky Quick

Watch Warren Buffett’s full interview with CNBC’s Becky Quick In this interview, Warren Buffett speaks about rail road, Berkshire Hathaway, economic slowdown, yield curve, recession, stock vs. bond, airlines & automotive industry, capitalism, inequality, benefits of free trade, IPOs, entertainment industry, Apple, American Express, Wells Fargo, real estate commission, philanthropy with 2% of GDP, odds,…