DC Lite #193

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1. Institutional investors vs. rent growth. "Metro areas with HIGH concentrations of institutional investors are generally seeing LESS rent growth."

2. Corporate profits. "You can put this in the 'no recession' column ... U.S. corporate profits rose to a new all-time high in the second quarter."

3. Gold vs. oil. "Gold and oil which are usually considered in a silo basis, are sounding alarm when considered cojointly … it takes more barrels of crude oil to purchase a single ounce of gold bullion - a clear warning signal for risk assets."

4. Consumer stock sentiment. The net percentage of consumers expecting stocks to increase minus decrease crossed above 25% in July for just the 13th time since 1987.

5. GAAP vs. non-GAAP. “Since December 2021, the S&P 500 has risen 25%, 12-month forward earnings estimate have risen 18%, operating earnings have risen 5%, but GAAP profits have increased less than 1%!”