The Housing Market Deadlock Defies Washington
The Policy MirageWashington is selling a dream. Wall Street is selling the reality. The disconnect between federal housing initiatives and…
The Policy MirageWashington is selling a dream. Wall Street is selling the reality. The disconnect between federal housing initiatives and…
The Swiss Alps are quiet. The balance sheets are not. Davos is currently obsessed with a ghost. It is the…
The Davos DisruptionThe jet is fueled. The rhetoric is sharper. The World Economic Forum in Davos is no longer a…
The Vice President is doubling downJD Vance announced a fourth child today. This is not merely a personal milestone. It…
The Institutional Pivot to Hard AssetsLarry Fink is looking for welders. The world’s largest asset manager is no longer just…
The Pound is screaming. Traders are terrified.British Sterling hit a multi-month high against the Greenback this morning. The pair touched…
The Persistence of the Resistance EconomyThe Rial is bleeding. The central bank has no tourniquet. Ayatollah Ali Khamenei remains the…
The Alpine StandoffThe ink is cold. Donald Trump arrived in Davos with a pen and a promise. Emmanuel Macron provided…
The vault is open. The money is missing. The World Bank released its latest Global Findex update today. It claims…
The Premium BaitThe market is drunk on optimism. Retail traders are piling into derivative-income funds at record speeds. They seek…