Newsletter & Blog
Our latest research and news.
Banks Lead The Way
Banks kicked off earnings season, showing us where the economy is heading.
Mortgage Buydowns Are Coming Back
Souring rates have renewed interest in mortgage buydowns.
The Capital View-December 2022-New Year, The Same Threats
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….
Three Things You Need To Know About Secure Act 2.0
Secure Act 2.0 is packed with provisions. Steve and Travis focus on three.
2022 Year End Review
Steve and Travis recap 2022
What’s Next For Bonds?
After two straight years of declines, what’s next for bonds?
Falling Inflation and The Fed
Travis and Steve check out Stuhr Museum to discuss inflation and the Fed.
When The Bill Comes Due
Roughly 20% of outstanding debt for the S&P 500 comes due over the next two years.
The Lower 50
Different asset mixes have the lower half of the century feeling richer while the top half is feeling poorer.
Pumping The Breaks
Tightening financial conditions are emerging in different corners of the economy.