All kinds of weird records are being broken. But it’s scheduled to expire, and then what?
“Extend and Pretend” forevermore. Transcript of my podcast.
A perfect quarter to look at the absurdity of reporting “annual rates” in the headlines.
Europe may be about to find out. 128 days with my Mother-in-Law.
Household Income Drops from Historic Spike, Spending Bounces off Historic Plunge But Remains Low. Income from wages & salaries remains crushed.
Already troubled asset classes, such as student housing and student housing CMBS, face turmoil.
Ecommerce Spikes to Record. Mall Stores Got Hung Out to Dry. Walmart’s Online Sales, Still Woefully Behind, Shot Up 74%
Some prices collapsed, others skyrocketed, and the Consumer Price Index went haywire. Here’s what I’m seeing beyond the near term — and it’s not “deflation.”
With 30 Million Unemployed, Even Prime Loans Will Get Messy
“Three times deeper than the Great Recession?”