Home prices are galloping along at double-digit monthly growth rates, the highest levels of increase seen in a century….
In the Q3 2021 edition of The IRA Bank Book, we document the slow destruction of US bank asset and equity returns by the FOMC.
When Treasury market yields trade and stay negative, look for the Federal Reserve Board to come to the rescue of MM funds and banks.
Which US financial will best weather the coming equity market correction?
If we told you that a group of banks and REITs outperformed fintech stocks during the first nine months of 2021, what would you say?
There is, after all, no free lunch for investors when the Fed is serving the thin meal of Financial Repression
Growing numbers of investors are burned by mortgage stocks. Big question: Will the industry snap back due to now falling interest rates?
The big surge in income and net worth caused by the FOMC last year is rapidly ending. Winter has returned to mortgage land…
Many of the changes to the US Treasury and REPO markets that were predicted in our comment this past May are coming to fruition.
Beijing will not allow Chinese firms to list their shares offshore unless they ensure that their business and the related data are protected
