Housing

Recent Earnings Reports Suggest Economic Growth Has Peaked

April 1, 2022 Reading Time: 6 minutes

A close analysis of earnings reports from five companies over the last two weeks suggests to me that economic growth has peaked. The clearest example of a coming slowdown comes from $10 billion home furnishings retailer Restoration Hardware (RH). On…

Sniffing Out A Housing Top

March 24, 2022 Reading Time: 4 minutes

Two of the big public homebuilders – Lennar (LEN) and KB Homes (KBH) – reported FY1Q22 earnings in the last week. (Their fiscal year quarters ended on February 28, 2022). A look at their results – and the charts –…