Monthly Archives: July 2022

Hoisington Management’s latest quarterly review and outlook is available here.  Always worth a mull; here’s a key takeaway: A long list of pre-recessionary indicators is already present. These include declines in the volume of retail sales in five of the … Continue reading →

The crypto space has seen one of history’s most giant and iconic financial bubbles. The circle of leverage on leverage, interconnectedness and mental illness are all classic, as are the predictable aftermath of missing and frozen funds with fleeing founders … Continue reading →

Understanding the link between ultra-loose financial conditions over the past few years and the tech sector boom, jobs, housing, the stock market, and economic growth is key to anticipating the bust contagion. This video segment connects the dots well. Companies … Continue reading →