In this edition of Sector Spotlight, I work my way through the investment pyramid in a top-down fashion using RRGs. After the…
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Stocks have gained 55% since the March lows, meaning it would take a 35% decline from here to revisit those…
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The US is now mostly reporting over 700,000 tests per day (fewer recently). Based on the experience of other countries,…
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Panel of Inspectors Generals Calls for PPP Loan Transparency Know more about Russia than your friends: Get our free ebook…
Continue ReadingThe rise of decentralized finance: The new frontier of banking
Imagine a world with a system of open finance, where each one of us can access credit or invest our…
Continue ReadingFreddie Mac: Mortgage Serious Delinquency Rate increased in July, Highest Since Feb 2013
Freddie Mac reported that the Single-Family serious delinquency rate in July was 3.12%, up from 2.48% in June. Freddie’s rate…
Continue ReadingUnity Software: Breaking Down S-1 Filing
Unity Software released their S-1 filing yesterday morning. I spent the afternoon digging into the filing pulling out what I…
Continue ReadingAugust Vehicle Sales Forecast: 11% Year-over-year Decline
From Wards: U.S. Light Vehicle Sales & Inventory Forecast, August 2020 (pay content) Click on graph for larger image. This…
Continue ReadingReal House Prices and Price-to-Rent Ratio in June
Here is the post earlier on Case-Shiller: Case-Shiller: National House Price Index increased 4.3% year-over-year in June It has been…
Continue ReadingSeeking Virtue in Finance: The Wells Fargo & Co Case
Excerpted with permission of the publisher, Cambridge University Press, from Seeking Virtue in Finance: Contributing to Society in a Conflicted…
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