Thanks to strong fundamentals led by ongoing boomer demand, only two things can really derail our strong markets right now: a significant increase in mortgage rates (by at least two or three percentage points) or a sharp, damaging recession accompanied by a large drop in jobs (say 4 percent to 6 percent). (realtormag.realtor.org)
This week's events involve a company that's a particularly potent symbol of the ongoing boom. (fortune.com)
We also called the ongoing boom in China's domestic smartphone industry. (fortune.com)