Monthly Supply of Houses in the United States stayed at record low of 3.3 months of supply in October 2020 and down from 3.6 months in July 2020 and 5.0 months in January 2020. Comparing to 30-Year Mortgage Rates shows decreasing supply as mortgage rates decrease - the exception being the 2000-2009 period. More detail on the 2000-2009 period below shows that two groups form above and below 5 months of supply - the 2000-2005 group and 2006-2009 group. In 2000-2005, monthly sup

FlightAware data shows General & Business Aviation flights outpaced Commercial & Cargo Airlines as some travelers opt for private air travel. Global arrivals per day over the last year steadily increased from the April lows but the number of business flights still averaging higher than commercial/cargo. Paul Mangione Fort Schuyler Advisors @paul_mangione

As Bitcoin is closing in on all time high of $19,783 and a market cap of $356 Billion, GoogleTrends data shows the rally is not retail driven but due to institutional focus. The worldwide interest over time is only 20% of the search interest back in December 2017. Paul Mangione Fort Schuyler Advisors @paul_mangione

Transportation Security Administration (TSA) shows holiday travel growing despite warnings from the Centers for Disease Control and Prevention. TSA Checkpoint daily numbers above one million twice in the last 3 days. Total travel November 11/20-11/22 was 3.052 million compared to 7.066 million one year ago for the same weekdays. Paul Mangione Fort Schuyler Advisors @paul_mangione

With the high vacancy rate in retail and office space across the US, it is no surprise that spending on non-residential construction is dropping rapidly. According to US Census data, total spending rates on construction are down to -4.36% YoY. The last time levels were this bad was in 2010 when the YoY drop bottomed at -20.75%. Private non-residential construction spending is leading the way down at -6.01%, while the public sector rate is down to -1.95%. As expected the priva

The COVID-19 Impact on US airlines created a cash need that had CFOs and bankers looking for assets to borrow/lend against. A meeting of old and new provided a solution – lend against of the revenue generated from the big data of their frequent flyer programs. The frequent flyer programs are significant money makers for the airlines. As they say – “You are the product.” The main source of their revenue is sharing the members’ personal data and preferences to marketing firms.

Federal Reserve data shows Commercial Banks have reduced Consumer Credit Card and Revolving Debt by more that 10% in the last year. From 2015 - 2019, this metric had been increasing by 7-8% annually. Follow me at: https://lnkd.in/eHz_QnZ Paul Mangione Fort Schuyler Advisors

Join Complementics for a Virtual Event Co-Sponsored By Agorai - November 12, 10am NYC The Alternative Data Edge in a COVID-19 World As companies continue to adapt to the COVID-19 affected economy, access to timely, relevant information is crucial for guiding business decisions. Complementics’ provides access to unique mobile audience and geolocation data designed to help real estate and financial services firms compete by delivering new, deeper insights Please join us for an