The Watchlist This Week

After the recent talk of 50 year mortgages over the weekend, I wanted to share my thoughts on the topic and rant a little bit. I touched on a couple things there, and why it’s a bad idea that would only make the affordability issue worse in the long run. It sounds like the government shutdown might be coming to an end here soon, and there has also been talk of a so-called tariff dividend of $2,000. We will see if anything comes of it, but that would just be adding fuel to the inflationary fire. I also spent some time looking at several individual names, and where I might be looking at trades on those.