Consumer health. Last week was this quarter’s consumer week in earnings reporting.  Home Depot, Walmart, Target, Foot Locker and TJX all reported. Read More

Some cities are a fast fail in today’s lending environment.  We’ve spoken at some length about some of the cities in California and how the new taxes and a difficult regulatory environment have made it nearly impossible to do business in once (and recently) great cities. Read More

It may not always seem it, but the world is returning to some sense of normalcy. Take the conference scene for example. When Covid-19 first hit, the world was tracking super spreader events that triggered the outbreak.Read More

Fed…everyone has something to say about the Fed. Whether it’s coming from the inside of the Fed, billionaire investors, or the guru of all things interest ratesRead More