China's Debt Crisis Accelerates
Our view is that China has been caught in a debt deflation for the past five years.
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China's Debt Crisis Accelerates
Biden Administration Staggers Toward a Debt Default
Fitch Downgrades US to AA+; Fintech Stocks Soar on Powell Inflation
Powell Ought to Pivot to Bond Sales
Is USA still a "AAA" Credit? Really? Update: Rithm Capital
Atlas Stumbles, Silvergate Wallows; 360 Mortgage v. Fortress (and RITM)
Inflation, Politics & Fed Chairmen
Interview: David Stevens on GNMA Capital Rule & ICE + BKI
Interview: Scott Olson of Community Home Lenders of America
Dollar Remains World Reserve Currency
Elon Musk, China & Twitter (TWTR)
Hard Landings & Systemic Crypto
Interview: Dan Sogorka of Sagent Lending Technologies
Does ICE + Black Knight = Shareholder Value?
Deflation, Not Inflation, is the Threat
When "Force Majeure" Isn't Quite
The Curse of Humphrey Hawkins
Fed Tightens Months Late, Even as it Attacks Liquidity
Is New York City Coming Back?
Powell Reappointment Still Likely