Thursday, September 28, 2023

Ruin-Nation

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  Like this post? Consider  subscribing to my Substack  for additional insights and content today! “There is a great deal of ruin in a natio...
Monday, February 13, 2023

Not the Right Man for the Job

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Like this post? Consider subscribing to my Substack for additional insights and content today!  For one brief moment at the 2022 Jackson Ho...
Monday, November 28, 2022

Time to "Rightsize" the Economy for a Reality-based Future

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Like this post? Consider subscribing to my Substack for additional insights and content today! For roughly the last 15 years the Fed’s rec...
Monday, October 17, 2022

The Fed's Overreaction and Inaction

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Like this post? Consider subscribing to my Substack for additional insights and content today! They say that the Federal Reserve’s policy ...
Tuesday, August 30, 2022

FHFA Purchase Only House Price Index – What Goes Up, Must Come Down

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Like this post? Consider subscribing to my Substack for additional insights and content today! Today’s release of the Federal Housing Fina...
Thursday, July 14, 2022

The Inflation Conflagration

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Like this post? Consider subscribing to my Substack for additional insights and content today! Once I lived the life of a millionaire  S...
Monday, July 11, 2022

Forecasting the Coming Housing Collapse

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Like this post? Consider subscribing to my Substack for additional insights and content today! As the Fed’s rate tightening policy regime ...
Wednesday, July 06, 2022

The Real Great Recession

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Like this post? Consider subscribing to my Substack for additional insights and content today! It’s time to face the facts, recession is he...
Tuesday, July 05, 2022

A Real Mean Reversion

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Like this post? Consider subscribing to my Substack for additional insights and content today!  One of the major differences between our c...
Wednesday, June 29, 2022

Reflecting on Rates

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Like this post? Consider subscribing to my Substack for additional insights and content today! For the last few months now, I have been su...
Tuesday, June 28, 2022

Jumbo Loans, Jumbo Problems

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Like this post? Consider subscribing to my Substack for additional insights and content today! Something stinks in jumbo mortgage-ville. F...
Monday, June 27, 2022

Durable Goods Orders – Consumer Demand Destruction Imminent

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Like this post? Consider subscribing to my Substack for additional insights and content today!  Today’s release of the Durable Goods Manuf...
Wednesday, June 22, 2022

Reflation Gave Way to Inflation

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Like this post? Consider subscribing to my Substack for additional insights and content today! It is surprising how many macroeconomic com...