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 […]