Category Archives: Finance

Cover Preview: Barron’s Magazine – May 16, 2022

Barron’s Magazine, May 16, 2022 – How Workers Gained Leverage, and Why They Won’t Lose It Soon

Employees in many industries have seized on the pandemic’s upheaval to score higher pay, better benefits, flexible schedules, and more. While some gains will fade, a number of economic and demographic forces suggest workers have the edge.

Housing: Why U.S. Homes Are So Expensive (CNBC)

Prices for the American dream home have skyrocketed. The U.S. housing market has been an unlikely beneficiary from Covid-19. The pandemic encouraged city dwellers to move to the suburbs as families looked for home offices and bigger yards.

Segments: 00:00 – Why the U.S. is facing a housing shortage (May 2021) 12:37 – How suburban sprawl shapes the U.S. economy (February 2022) 25:49 – How did rent become so unaffordable in the U.S. (December 2021) 34:46 – Is the U.S. in a housing bubble? (September 2021)

“Everybody expected housing to really sort of dry up with the rest of the economy,” said National Association of Home Builders CEO Jerry Howard. “And in fact, the opposite has happened. People who have been sort of scared out of the cities by the pandemic.”

With homeowners unwilling to sell, a record low supply of homes for sale has forced buyers into intense bidding wars. According to the National Association of Realtors, the U.S. has under built its housing needs by at least 5.5 million units over the past 20 years. That’s a stark comparison to the previous housing bubble in 2008 when overbuilding was the issue. Higher costs for land, labor and building materials including lumber have also impacted homebuilders.

However, according to most experts, the market is shaping up to look more like a boom rather than a bubble. “We say bubble because we can’t believe how much prices have gone up,” CNBC real estate correspondent Diana Olick said. “A bubble tends to be something that’s inflated that could burst at any minute and change and that’s not really the case here.” And America’s suburbs are sprawling again.

Over the 20th century, real estate developers built large tracts of single-family homes outside of major cities. The builders were following mortgage underwriting standards first introduced by the Federal Housing Administration in the 1930s. Over the century, those guidelines created housing market conditions that explicitly shut out many minorities. Experts say it is possible to update these old building codes to create equity while fixing some, but not all of the problems of American suburbia.

In 2021, single family housing starts rose to 1.123 million, the highest since 2006, according to the National Association of Home Builders, however, options for prospective homebuyers remain lean. Experts say the problems of America’s housing market relate to past policy decisions. In particular, they say restrictive zoning codes are limiting housing supply.

Cover Preview: Barron’s Magazine – May 9, 2022

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Cover Preview: Barron’s Magazine – May 2, 2022

Columns

UP AND DOWN WALL STREET

A Tough Month Hits Stocks Hard but Spares the Real Economy

Randall W. Forsyth

THE TRADER

Earnings Season Has Been Just One More Reason to Sell Stocks

Ben Levisohn

TECHNOLOGY TRADER

This Time, Big Tech Can’t Easily Fix the Market’s Woes

Eric J. Savitz

UP AND DOWN WALL STREET

China’s Plunging Yuan Is a Bigger Deal Than Twitter

Randall W. Forsyth

EMERGING MARKETS

Russia’s Gas-for-Rubles Plan Finds Soft Targets. What It Means for Prices.

Craig Mellow

INCOME INVESTING

Why REITs Can Help You Win, or Lose Less, Right Now

Lawrence C. Strauss

Preview: MIT Technology Review – May 2022 Issue

MJ22 cover

The Money issue – May 2022

Money changes everything: But who is the shift toward digital transactions really helping?

Humans and technology

Money is about to enter a new era of competition

Digital technology is poised to change our relationship with money and, for some countries, the ability to manage their economies.

Previews: The Economist Magazine – April 9, 2022

Cover Preview: Barron’s Magazine – April 4, 2022

Columns

THE TRADER

Wages Are Rising. These Companies Can Handle It.

Ben Levisohn

THE TRADER

AbbVie, Exelon, and More Stocks for the Recession That May—or May Not—Be Coming

Ben Levisohn

THE TRADER

How the Stock Market Dodged Inflation-Induced Disaster

Ben Levisohn

TECHNOLOGY TRADER

Micron Stock Trades Like a Commodity—It Deserves Far Better

Eric J. Savitz

STREETWISE

Missed the Dip in Stocks? Here’s Where to Find Yields of 3% to 6%.

Jack Hough

UP AND DOWN WALL STREET

The Inverted Yield Curve Could Be Sending a False Recession Warning

Randall W. Forsyth

THE ECONOMY

Curb Your Enthusiasm Over Friday’s Solid Jobs Report. Growth Risks Are Rising.

Lisa Beilfuss

COMMODITIES CORNER

Demand for EVs Will Keep Lithium Prices High

Myra P. Saefong

UP AND DOWN WALL STREET

U.S. Investors Should Be Wary of Betting on Japan’s Booming Stock Market

Randall W. Forsyth

INCOME INVESTING

These 10 S&P 500 Stocks Have Solid Dividends, Not Just Big Buybacks

Lawrence C. Strauss

Cover Preview: Barron’s Magazine – March 28, 2022

Columns

THE TRADER

Tesla Stock Has Been on a Tear. The Reasons Why Are Fuzzy.

Al Root

THE TRADER

Stocks Shrug Off War, Inflation, and the Fed, but for How Long?

Ben Levisohn

UP AND DOWN WALL STREET

If the Fed Pulls This Off, It’s Party Time

Randall W. Forsyth

STREETWISE

Why This Is a ‘Golden Age’ for U.S. Refiners

Jack Hough

TECHNOLOGY TRADER

Here Are the Real Cyber Threats, According to the Companies Trying to Stop Them

Eric J. Savitz

COMMODITIES CORNER

Oil Prices Will Remain High. Producers Aren’t Going to Fling Open the Tap.

Myra P. Saefong

THE ECONOMY

Why Housing May Not Get as Hammered as Usual in This Rate-Hike Cycle

Lisa Beilfuss

UP AND DOWN WALL STREET

These Are the Best Bond Bets Right Now as Interest Rates Rise

Randall W. Forsyth

EMERGING MARKETS

Where to Invest in Postpandemic Southeast Asia

Craig Mellow

INCOME INVESTING

The Dividend Yield Isn’t the Only Key Metric for Income Investors

Lawrence C. Strauss

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Departments

REVIEW

Why the Postwar 1940s May Tell Us More About Our Inflation Than the ’70s

PREVIEW

How Putin’s War Made These 3 Fertilizer Producers Hot Stocks

MAILBAG

Food Inflation’s Gut Punch

FOLLOW UP

Edward ‘Ned’ Johnson, Former Fidelity CEO and Fund Pioneer, Dies

13D FILINGS

Nielsen Holdings, Navient See Activist Investor Action

MARKET WATCH

The Flattening Yield Curve Isn’t a Recession Indicator Now. Here’s Why.

FOLLOW UP

GameStop’s Dream to Ride the Crypto Wave Is a Big Gamble

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