James’s Newsletter | Substack

Lennar uses DuPont to re-shape market

Lennar is re-shaping demand, via DuPont, in its market and offers an example of what will happen in the broader economy.

Dec 21, 2022 •

"... as a thief in the night ..."

If this is a recession, there's nothing surprising about its arrival.

Dec 10, 2022 •

Untangling housing: rates and demographics

For the purveyors of doom, the US housing market is Exhibit 1A. But the sector is stronger, and the demographic winter of 2000 to 2010 has passed.

Nov 27, 2022 •

Why Cathie Wood is right.

And why, of course, she's got a lot wrong.

Nov 19, 2022 •

The Emerging Outlook

Inflation, policy, shipping, housing, and ASML / NOW

Nov 12, 2022 •

China's Balance Sheet is Ready for Growth

China's net debt position is much stronger than economic lore would have you believe.

Nov 5, 2022 •

Who Owns China?

The Challenge for China's Development.

Oct 29, 2022 •

An Update from Companies

All the latest positive views on global equities.

Oct 22, 2022 •

James’s Newsletter

Global Equity Investing

James’s Newsletter

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