Wednesday, February 18, 2026

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STEPHEN COHEN: Bella Italy

Italians are fascinated by Trump. Tuscany is very liberal, but even my more conservative friends here and in Sicily and Milan cannot understand why he continually changes his policies on a daily basis.

CAPITAL IDEAS: Will coronavirus have a lasting impact on stocks?

As big as the physical impact is, the psychological problem of the coronavirus may have an even larger impact.

Berkshire region real estate sales Feb. 2-8, 2020

The latest weekly report of real estate sales in the Berkshire region of Western Massachusetts and Northwest Connecticut: Feb. 2-8, 2020

Berkshire region real estate sales Jan. 26 – Feb. 1, 2020

The latest weekly report of real estate sales in the Berkshire region of Western Massachusetts and Northwest Connecticut: Jan. 26 - Feb. 1, 2020

Berkshire DA releases documents revealing possible motive in grisly murder-suicide

The redacted documents, including multiple witness statements and documentary evidence, provide never-before-seen details of the marriage of Luke Karpinski and Justine Wilbur.

Berkshire region real estate sales Jan. 19-25, 2020

The latest weekly report of real estate sales in the Berkshire region of Western Massachusetts and Northwest Connecticut: Jan. 19-25, 2020

CAPITAL IDEAS: 99 Luftballons

The market has been prodded higher by monetary stimulus, and the strong suggestion by the Fed to keep rates lower for longer has given the U.S. economy the potential to stave off a recession for all of 2020.

Karpinski killed wife and children before setting fire to their home, recent documents say

The new documents shed some additional light on the bizarre and grisly crime that shook the town of Sheffield and the region last March.

Berkshire region real estate sales Jan. 12-18, 2020

The latest weekly report of real estate sales in the Berkshire region of Western Massachusetts and Northwest Connecticut: Jan. 12-18, 2020

CAPITAL IDEAS: Just give me a reason

The vibe, after a decade of stock market gains, feels less like technical confirmation of fundamental research and more like that melt-up I’ve been talking about.

Berkshire region real estate sales Jan. 5-11, 2020

The latest weekly report of real estate sales in the Berkshire region of Western Massachusetts and Northwest Connecticut: Jan. 5-11, 2020

CAPITAL IDEAS: Pegging inflation

Oh, and another reason the stock market isn’t poised for underperformance is because the Fed doesn’t care much about inflation right now.

News Briefs: Towns pursue development grants; jail time in domestic violence case

The FY2020 Community Development Block Grant housing rehab program income limits will range from $49,700 for a single-person household up to $98,700 for a family of eight.

CAPITAL IDEAS: The first five days

My concern is that the Fed will begin to gain comfort in the functioning of short-term interest rates, then decide to reduce the balance sheet just before a shock coincides with less liquidity and super-high stock valuations.

Berkshire region real estate sales Dec. 22-28, 2019

The latest weekly report of real estate sales in the Berkshire region of Western Massachusetts and Northwest Connecticut: Dec. 22-28, 2019

CAPITAL IDEAS: What happens to stocks after Middle East crises?

The U.S. produces about 13 million barrels per day and consumes 21 million, so higher oil prices could depress economic growth. But I’m not worried about that yet.
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