Newsletters2025-01-04T07:54:08-05:00

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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.

Real Estate Retirees

June 24, 2024 | With 401(k) balances as high as they’ve ever been, some investors are turning to something else: real estate.

Nifty Fifty

June 23, 2024 | In the '60s and early '70s, Wall Street wasn't just dancing; it was grooving to roughly 50 stocks. Enter the Nifty Fifty, a group of blue-chip darlings. Investors pounced on them as valuations kept surging.

Broader Scope

June 21, 2024 | We’re breaking down what the world’s largest real estate investor has been up to. Blackstone has shifted its portfolio strategy over the past 16 years.

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