Category Archives: Main Page

Hoisington’s First Quarter 2024 Review and Outlook is available here. Always a rich and enlightening economic lesson. For those who think the impacts of the 2022-23 monetary tightening cycle are over, this concise review is worth a look. U.S. dollar … Continue reading →

I’ve frequently spoken and written about leverage-on-leverage contagion risks from the private equity and credit markets with feedback loops to real estate. Some of the articles are here. As interest rates slumped in the decade leading up to 2022, this … Continue reading →

Financial markets are having another nervous breakdown and US first quarter GDP missed at 1.6% annualized (1st guess vs. 2.5% expected). We could all use some levity.  Let’s start with a little Carol Burnett. Carol talks about Jimmy hosting the … Continue reading →