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Monthly Archives: November 2023
FOMO turning to regret for the majority of households
As we head into the most-harangued shopping weeks of the year, it is important to understand that spending patterns are strongly tied to the value of homes, particularly among the so-called upper-middle-class households (defined as income over 100k). Now that … Continue reading
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Reviewing private equity “roll ups” in the health care space
The late, great zero interest rate era enabled the levered expansion of private equity (PE) firms, “rolling up” all manner of assets, including private businesses and professional practices. In areas like health care, where fiduciary duty is paramount, the profit-maximizing … Continue reading
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Bear market in 2024-but bonds have more fun
Facts and analysis without the product-pumping sell-side spin–rare and valuable. The overview in this segment is worth a listen. The world has watched intently as the world’s most influential central bank, the Federal Reserve, has implemented the most aggressive interest … Continue reading
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