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Bears Watching: Two Items

Reading Time: < 1 minute Wild week. And it is not over. Two things I am watching. Source: Fred Source: CEFConnect.com

Bears Watching: Short Yields & Fed Funds Rate

Reading Time: < 1 minute Wow. Stunning collapse in short duration yields. Source: Marketwatch.com Over 100 bps on the two year. And what is even more interesting to me is […]

Are Credit Conditions Tightening Again?

Reading Time: 2 minutes Despite the Fed raising interest rates, credit conditions were actually relaxing on some levels in the back half of 2022. “Financial conditions have loosened significantly […]

Influential Reads – February 2023

Reading Time: 3 minutes Influential Reads – February 2023 “Standards apply not just to the quality of work you produce but the opportunities you work on. If you accept […]

Sign of the Times: New Homes For Rent

Reading Time: < 1 minute A sign new home builders in Park City probably are not thrilled about. Let me assure that the business model of new home builders is […]

Influential Reads – January 2023

Reading Time: 2 minutes On Reading More “The solution I devised for myself is a simple one: 25 pages a day. That’s it. Just commit to that, and then […]

That’s A Bunch of…

Reading Time: < 1 minute Attempting to avoid some of the politics here, I would like to pose a question: Where haven’t they found classified documents? Another question, again, attempting […]

Excel Template: Bridge Waterfall

Reading Time: < 1 minute A quick post this week of another excel template. This is often called a bridge or waterfall and is a fairly common way to present […]

Influential Reads – December 2022

Reading Time: 2 minutes “We tend to assume that the worst that has happened is the worst that can happen, and then prepare for that. We forget that “the […]

Influential Reads – November 2022

Reading Time: 2 minutes “Nothing gets people to look the other way like easy money.” – Does Not Compute, Collaborative Fund I am very tired of seeing articles about […]

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Recent Posts

  • Bears Watching: Two Items
  • Bears Watching: Short Yields & Fed Funds Rate
  • Are Credit Conditions Tightening Again?
  • Influential Reads – February 2023
  • Sign of the Times: New Homes For Rent

Recent Reads

Stephen's bookshelf: read

The Subtle Art of Not Giving a F*ck: A Counterintuitive Approach to Living a Good Life
really liked it
The Subtle Art of Not Giving a F*ck: A Counterintuitive Approach to Living a Good Life
by Mark Manson
The Girl Who Lived Twice
liked it
The Girl Who Lived Twice
by David Lagercrantz
Leaving Las Vegas
Leaving Las Vegas
by John O'Brien
Unspeakable Things
really liked it
Unspeakable Things
by Jess Lourey
Big Sur
did not like it
Big Sur
by Jack Kerouac

goodreads.com

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