Healthcare sales, Investor and son of a credit trader. Macro and bond thoughts. Some Parody fun. Not investment advice.
Charm City
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Is this real or just Charlie Brown and Lucy with the football again? 🏈
U.S. AND IRAN REPORTEDLY BACK NEW DIPLOMATIC PROPOSAL
Qatar and Pakistan have reportedly presented a compromise proposal with preliminary U.S. and Iranian approval, according to informed sources.
The plan reportedly includes confidential IAEA inspections of Iranian nuclear sites and a partial concession involving $6 billion in Iranian funds frozen in Qatar.
Source: Al-Araby Al-Jadeed, citing informed sources — October 20, 2026
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John Fitzgerald Kennedy Jr.
Fannie Mae has increased their prediction for mortgage rates in 2027 from 6.7% for all of next year up to 7.5% for the year.
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Breaking:
Housing starts 1.22 million vs 1.3 million expectations
-5.2% vs +2.7% exp
Multi family starts -6.7%
Permits -.2% vs +.4% expectations
Disastrous
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Something tells me the GOP loses the house but eeks out the Senate.
I’m going to ignore the polls. Too many coin flips.
I worry more about what happens after the election and January.
It’s not going to be an orderly transition of power.
That’s how I see it now.
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Damn.
#ElectionTwitter (October 19)
Advance votes for Kansas 3rd: (D+35.20%)
2026: 13998 (🔵8588, 🔴3661,🟡1749)
2024: 17340 (🔵7218, 🔴7673,🟡2449)
2022: 6138 (🔵2757, 🔴2667,🟡714)
D at 312% of 2022 and 120% of 2024
R at 137% of 2022 and 48% of 2024
I at 245% of 2022 and 71% of 2024
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AC is doing a lot better than Las Vegas.
Still about flat yoy though.
Nothing impressive
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Homebuyers are canceling contracts at a rate not seen since 2020 when COVID arrived:
Price drops are next.
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Futures tonight:
I still think there’s major issues in tech even though it had a decent day today.
They’re going to do everything in their power to pump the markets until Election Day.
Will it work? Time to find out.
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This is wild too. People are coming out in droves to vote early in Texas.
Early voting started today and goes until the 30th. Some of the lines were in the 1000’s and this is just the first day!
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The lies and deception of the Trump Administration have reached all time highs:
Pure insanity and most of the media just don’t report this:
Give this a watch. Mind boggling:
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