Newsletter & Blog
Our latest research and news.
When borrowing money becomes expensive, cash flow becomes king.
Banks kicked off earnings season, showing us where the economy is heading.
Souring rates have renewed interest in mortgage buydowns.
History is driven by surprising events, but obvious events drive forecasting. Our inability to predict the past never dampens our appetite to forecast the future….
Secure Act 2.0 is packed with provisions. Steve and Travis focus on three.
Steve and Travis recap 2022
After two straight years of declines, what’s next for bonds?
Travis and Steve check out Stuhr Museum to discuss inflation and the Fed.
Roughly 20% of outstanding debt for the S&P 500 comes due over the next two years.
Different asset mixes have the lower half of the century feeling richer while the top half is feeling poorer.