Serious investment thinking that doesn’t take itself too seriously.
Transaction data, hotel bookings, value shoppers, booze hounds, student borrowers . . . we got it all checking in on the Almighty Consumer, tariff uncertain, or nay? transaction...
More join the "healthcare is the jobmaker" chorus, but there's more than just 'told you so'. healthcare jobs replaced all the manufacturing jobs (much to the benefit of women and...
And that's unfortunate, because the alternative is much worse. ADP blames soft jobs on “uncertainty,” but the data mostly says otherwise slow hiring is the trend, not a sudden...
Sectors and stocks that are loved, hated, and everything in-between. Goldman published a hedge fund trend report, and while the signal is low, it’s still a roaring good time....
Rents rising the quickest, first-time buyer supreme, CRE lightening round. money in the cheap seats first-time buyers in crisis (lol, no) CRE lightening round love that dirty...
Things are creaking along, and probably some more lumps to come, but it's not all that bad Deep seek prelude (of Jevons and spend data) Multifamily operators getting a bit...