By Guest Author: Andy Richardson

My sister went house hunting last week. She likes a Taylor Wimpey PLC new build development but the plot she would want has not been started. The site representative said that Taylor Wimpey would not start to build on that particular plot until the three existing houses have been sold. They are anticipating about 18 months. So much for green shoots in the housing market. An estate agent I spoke to the other day said how fast rents are falling in my area since so many repossessions are being rented out by the receivers instead of being sold at auction. The receiver gets paid, the mortgage company gets some income and the tenant gets a home with an affordable rent.

I had a hard look at some ‘Industrials’ over the past couple of days. CHTR is a very well managed company yet its last trading announcement was …

While investors’ attention was focused on global government bond yields marching higher, the holiday-shortened week produced a surprisingly small number of video clips.

Some quality footage was nevertheless produced, featuring the likes of David Rosenberg, now in his new role as chief economist and strategist of Gluskin Sheff, Mohamed El-Erian, Barry Ritholtz, Puru Saxena and Mario Gabelli.

And then there is “out of the box” analyst Marc Faber arguing that the US economy will enter “hyperinflation” approaching the levels in Zimbabwe. “I am 100% sure that the US will go into hyperinflation,” Faber said in an interview with Bloomberg. “The problem with government debt growing so much is that when the time comes and the Fed should increase interest rates, they will be very reluctant to do so and so inflation will start to accelerate.”

The selection kicks off with a humorous take by Emmy