Newsletters2024-01-24T23:03:20-05:00

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Meta’s Gambit

October 03, 2023 | The U.S. and its allies have faced a conundrum: The world needs Russian oil to keep flowing; otherwise, the supply dropoff could spawn a shortage that pushes energy prices dramatically higher (offsetting efforts to control inflation.)

Slow Reckoning

October 02, 2023 | In popular areas like Miami, Austin, Charlotte, Phoenix, and Nashville, a glance at downtown includes cranes — so many cranes. In some cities, there’s construction for new apartment buildings happening everywhere.

Pahk the Cah

October 01, 2023 | Today, there could be over 1 billion parking spots in America, thanks to steady growth for decades. Today, we'll discuss who profits from parking lots and garages.

Tipflation

September 30, 2023 | While requests for tips by service workers have increased, actual tipping hasn’t kept pace. Learn more about it here.

Hidden Treasure

September 29, 2023 | Yesterday, we covered the looming U.S. government shutdown (which looks almost certain to happen now this weekend). Today, we’re covering it again, with more of a focus on its subtle but meaningful impact on finance markets.

Moody’s Warning To Investors

September 28, 2023 | Moody’s one of three big credit ratings agencies in the U.S., is warning us about “systemic risk” in the leveraged lending market.

Cracks Emerge

September 27, 2023 | If you’ve been under a rock this year, two things have underpinned the stock market’s recovery in 2023 after an ugly 2022: Optimism about AI and a resilient U.S. consumer.

Convertible Cruisin’

September 26, 2023 | Investors and regulators have a new name for private equity’s laggards: zombies.

There Goes Nvidia

May 22, 2024 | Like clockwork, Nvidia did it again. The chipmaker crushed earnings, sending the stock higher after hours, roughly 12 months year since its stunning results during the same period last year.

At Ease

May 20, 2024 | We see you, bulls. Last week, we discussed how the “everything rally” is in full swing. The latest good news: improving borrowing conditions for U.S. companies.

Staying Power

May 19, 2024 | We're sharing our wonderful interview with Andrew DeNardo of First Realty National Partners (FNRP), a top option for investors seeking high returns in grocery-anchored commercial real estate.

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