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Category Archives: Main Page
ECRI: revival in growth is not here
Erik Townsend and Patrick Ceresna welcome ECRI’s Lakshman Achuthan to MacroVoices: “The revival in growth that everyone’s kind of banking on, is not here. The slowdown continues.” Here is a direct audio link. Further to the discussion. Unemployment lags the … Continue reading
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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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