Library

Weekly Update
January 26, 2024

What Fourth Quarter Bank Earnings Tell Us About the US Consumer in 2024

Weekly Update
January 21, 2024

Moral Hazard, Bad Math, and Banks Which Are Likely Ahead of Themselves

Weekly Update
January 12, 2024

Re-Scrambling Eggs, Multiple One-Time Charges, Lackluster Guidance for 2024, and The Old Granville House

Weekly Update
January 5, 2024

Fourth Quarter Bank Earnings Out Next Week Should Tell You A Lot About 2024

Industry Note
January 1, 2024

Happy New Year: Our Look into 2024

Silver Tsunami Series
December 10, 2023

GETTING OLD IS EXPENSIVE: OUR HOUSING OUTLOOK FOR 2024

What I’m Hearing Inside The Beltway
December 6, 2023

You Had To Be Inside The Room: Takeaways From Today’s Senate Banking Hearing

Weekly Update
December 3, 2023

Welcome to Pottersville Part 2

Weekly Update
November 26, 2023

Welcome to Pottersville: A More Nuanced Look At Consumer Spending Trends

Weekly Update
November 19, 2023

Tragedy of the Commons New York City Style

Weekly Update
November 14, 2023

Crazy Was Being Served For Lunch Inside The US Senate

Weekly Update
November 12, 2023

Want to Invest in Multi-Decade Secular Growth in Texas? Here’s How