The Anchoring Problem and How to Solve it

Published on May 27, 2025

Keep your market perspective in check, avoid anchoring, and focus on your investment goals rather than market volatility.

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New Home Sales Jump to Three-Year High in April

May 27, 2025
New home sales jumped to their highest level in over three years in April. Meanwhile the median price for a new home remained above $400,000 for a fifth straight month.

Inflation Standoff

May 27, 2025
My next few letters will share some initial thoughts from SIC organized around the major topics. Today we’ll start with inflation, and specifically the sharply different views of David Rosenberg and Jim Bianco, then balance them with some thoughts from other speakers.