Aug 25, 2023 | Blog, Blog Home Banner, Economics and Investing
Written by The “Long and Lagged” effects of Interest Rates: Corporate Interest Rate “Lock-in” August 25, 2023 | ECONOMICS & INVESTING For the past few quarters, our positive firm view on the homebuilding sector has been in large part due to the idea of “interest rate...
Jun 13, 2023 | Blog, Blog Home Others, Economics and Investing
Written by Will Restarting Student Loan Repayments Dampen Consumer Spending? June 13, 2023 | ECONOMICS & INVESTING On June 3rd, President Biden signed the Fiscal Responsibility Act of 2023 into law suspending the debt ceiling until 2025 and averting a potential U.S....
May 16, 2023 | Blog, Blog Home Others, Economics and Investing
Written by Debt Ceiling Redux: What Lessons Can Market Participants Learn From 2011? May 16, 2023 | ECONOMICS & INVESTING In 2011, the United States was rapidly approaching its debt ceiling—the legislative cap on the total amount of debt that the U.S. government can...
Mar 30, 2023 | Blog, Blog Home Others, Economics and Investing
Written by Bank Casualties: A Result of the Steepest Rate Hikes in Modern History March 30, 2023 | ECONOMICS & INVESTING In the wake of the March 10th demise of Silicon Valley Bank, banks have been thrust into the center of the latest economic crises. More...
Jan 10, 2023 | Blog, Economics and Investing
Written by Tax Loss Selling: Don’t Conflate Short-term Price Moves with Fundamentals January 10, 2023 | ECONOMICS & INVESTING 2022’s grim returns in nearly all assets presented historic tax-loss selling, evidenced by December’s late decline Many investors, including...
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