The Real Benefits Of Private Credit
Image by Oleksandr Pidvalnyi from Pixabay
I’ve been quite critical of private investments. They’ve grown tremendously over the past decade. Drawn to their seemingly high returns and low …
Read MoreWhy I’m Waiting For The Fed To Pivot
Image by Jose Antonio Alba from Pixabay
So far, my 2023 investing looks just like 2022: lots of waiting. I’m not waiting for a recession to pass or for …
Read MoreThe Unsurprising Repo Surprise
Image by Nina Garman from Pixabay
Have you heard? There’s trouble in the repo markets. Even casual investment market participants probably know that something’s amiss. While only a handful …
Read MorePowell’s Real Choice: His Reputation Or Esteem—Part 1
Image by Gerd Altmann sourced from pixabay
Banking’s History Reveals An Impossible Decision
Market participants ascribed a lot of importance to the December meeting of the Federal Open Market Committee …
Read More
The Similarities & Differences Between Today & The GFC
Image by Andrew Martin from Pixabay
I’ve said it before, 2023 has been a heck of a year. In just five months, four large regional banks and one …
Read More