The housing market is experiencing a widening imbalance between homesellers and homebuyers, with...
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Our Take On Tariffs
To address the many emails we received, we present our take on the Supreme Court’s tariff...
Mag 7 Debt & Declining Free Cash Flow: Worrisome Or Not?
We have read a few articles expressing concern that the free cash flow for many of the Magnificent...
4 Percent Inflation: The Case For And Against
In a recent white paper, The Risk Of Higher US Inflation In 2026, Adam Posen and Peter Orszag argue...
A No Landing Outcome Is Assumed: Should It Be?
Quite often, investors describe economic forecasts as a hard landing (recession), a soft landing...
Are Momentum Strategies Late To The Game?
Rather than focusing on valuation or fundamentals, momentum strategies use price behavior and...
Time To Swap Gold For Bitcoin?
The dollar-debasement narrative is in full swing, as evidenced by the price of precious metals....
Century Bonds: A Long Term Bet On Google
Google’s parent, Alphabet, just issued $32 billion in global debt, including £1 billion of...
BLS Labor Report Defies Consensus
The delayed BLS employment report came in well above expectations, showing the economy added 130k...
Bond Yields May Plummet: Five Potential Catalysts
The top graph below, courtesy of Bloomberg, shows that the price of TLT, the 20+ year Treasury bond...