Monthly Archives: May 2023

Three of the four largest US bank failures have happened since March

A decade of near-zero policy rates allowed banks to boost profits by paying next to nothing on customer deposits from 2011-2021. Then, everything changed. Below is a list of the largest seven US bank failures by asset size courtesy of … Continue reading

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Hoisington Review and Outlook First Quarter 2023

Hoisington Investment Management’s First Quarter 2023 Review and Outlook is now available; see Financial Cycles lead Business Cycles. The bottom line is that (lagging) inflation is receding with economic activity. Rising unemployment and higher government bond prices (falling yields) are … Continue reading

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Energetic shift

Last week’s break was a pause to refresh and order priorities–very needed and rejuvenating. To free room for other projects, I have decided to spend less time writing for the blog in 2023 but will continue to share worthwhile audio/video … Continue reading

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