Category Archives: Main Page

Luxury losing its luster

Posted on October 26, 2023 by Danielle Park

What about wealthy people not being hurt by higher debt payments? Nonsense, as usual! As financial markets tumble, luxury spending follows. The slowdown is ubiquitous, folks. CNBC’s Robert Frank reports on spending pull backs from the luxury consumer and what … Continue reading →

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Hoisington Q3 Review and Outlook

Posted on October 26, 2023 by Danielle Park

Hoisington Management’s Third Quarter 2023 Review and Outlook is now available. This is no sugary snack soundbite, but it’s five pages worth digesting. See Impending Recession. Here’s a taste: The peak in the financial cycle occurred in the fourth quarter … Continue reading →

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A case of overkill

Posted on October 25, 2023 by Danielle Park

It is not just rapid hikes in the overnight rate (525 basis points in 18 months by the US Fed and 475 basis points in Canada), which are contracting credit and slowing spending through the real economy. The drop in … Continue reading →

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