Blog
Blog
What Could Be the Next Shoe to Drop?
Executive Summary During the COVID pandemic, many companies implemented work-from-home strategies, resulting in the realization of needing less office space. The impact [...]
Is Your Bank Account Safe?
Executive Summary Last week saw the collapse of Silicon Valley Bank and Signature Bank. Over the weekend, regulators and government officials scrambled [...]
What Happened to Silicon Valley Bank?
Executive Summary Last week many heard about the Silicon Valley Bank failure. Over the weekend, a joint statement (included below in The [...]
Is it Time to Return to GAAP?
Executive Summary Generally Accepted Accounting Principles (GAAP), the standards for financial reporting, used to be used in financial analysis. However, now the [...]
Are Millennials Buying Homes?
Executive Summary For almost forty years mortgage interest rates were trending down (see first graph), until 2022 when the Federal Reserve Bank [...]
What Are 0dte Options?
Executive Summary While it is normal to have rallies during bear markets, volatility caused by options trading currently appears to be having [...]
What Are the Results of 14 Years of Extreme Fed Actions?
Executive Summary In this week’s Update, I share thoughts from Dennis M. Kelleher, Cofounder, President and CEO of Better Markets, “An independent, [...]
Are Policymakers Wearing Blindfolds?
Executive Summary The first graph below illustrates the massive increase in the national debt, which now totals over $31.5 trillion. With interest [...]
Is the U.S. in a Recession?
Executive Summary The National Bureau of Economic Research, the arbiter for dating recessions, has not yet declared one – although many economists [...]