O'Reilly Automotive: A Defensive Compounder In An Uncertain Economy

Key insight: As the president continues his effort to remove Federal Reserve Gov. Lisa Cook from her post at the Federal Reserve Board for cause, both he and the courts have little precedent to draw upon for guidance.  Expert quote: “I wonder if the Supreme Court preserved some discretion for itself by not going into…

The U.S. homeownership rate remains at a plateau, holding at 65.0% in the second quarter of this year, according to the latest data from the the Housing Vacancy Survey. The homeownership rate was unchanged from a year ago, and not statistically different than the rate in the first quarter of 2026 (65.3%), the U.S. Census…

U.S. Treasury Secretary Scott Bessent speaks during a “fireside chat”, as finance ministers and central bank governors from G20 countries meet in Asheville, North Carolina, U.S., September 1, 2026. Sam Wolfe | Reuters U.S. Treasury Secretary Scott Bessent praised the European Union for formally joining “Operation Economic Outcast,” the U.S.-led sanctions campaign aimed at severing…

Slightly Stronger But There’s a Catch 3 Hours, 7 Min ago Slightly Stronger But There’s a Catch Bonds had a decent day with MBS up more than a quarter point and 10yr yields down 3bps to 4.54+.  While that adds some emphasis to the rejection of a technical breakout above 4.59%, we…

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The government has announced a new streamlined planning process around house building in areas within walking distance of stations. The aim is to encourage building in areas that minimise access to transport and make best use of underdeveloped land. Responding to the proposals Sir Vince Cable, Chair of the independent Housing Policy and Delivery Oversight committee said:…