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View all articlesHere’s a potential biotech liquidation offering up to 30% upside (from Dalius – Special Situation Investments via Twitter on August 11)…
Read articleA recent spin-off has created an opportunity in a little-known commercial property & casualty insurer (from Sohra Peak Capital Partners on August 9)…
Read articleLast month we cited a short thesis on “green” battery tech firm Enovix (ENVX) – which also happens to be a current long investment position of famed short-seller Marc Cohodes. Now, Cohodes has responded with the bullish case (from Marc Cohodes via Twitter on July 25)…
Read articleMortgage rates just hit another fresh two-decade high (from Steve Burns via Twitter on August 24)…
Read articleReal-estate marketplace firm Zillow is now offering 1% down payments to entice homebuyers (from Bloomberg on August 24)…
Read articleThe rising cost of homeownership has not led to an increase in rental activity, suggesting rental prices are also too high for many Americans today (from Anthemos Georgiades via Twitter on August 23)…
Read articleSoaring costs suggest buying a home is now a “luxury” many Americans can no longer afford (from The Kobeissi Letter via Twitter on August 23)…
Read articleNew York City unveils plan to encourage the (extremely costly) conversion of vacant offices into residential housing (from Bloomberg on August 17)…
Read articleAs longtime Porter & Co. readers might expect, Berkshire’s investments are focused on some of the most capital efficient companies in the industry (from Rick Palacios Jr. via Twitter on August 15)…
Read articleWarren Buffett’s Berkshire Hathaway is bullish on homebuilders (from The Wall Street Journal on August 14)…
Read articleDollar Tree reported more than half of its new customers over the past year have six-figure household incomes (from The Transcript via Twitter on August 24)…
Read articleTwo notable retailers issued significant warnings about consumer spending this month (from The Wall Street Journal on August 22)…
Read articleThis month brought more “ominous” signs for the auto loan industry (from The Wall Street Journal on August 21)…
Read articleBoth auto loan and credit card delinquencies have now surpassed their pre-pandemic levels (from The Kobeissi Letter via Twitter on August 18)…
Read articleIn related news, credit-card balances just hit a notable milestone in the second quarter (from Lisa Abramowicz via Twitter on August 9)…
Read articleNew survey finds more than one in three U.S. adults now owes more on credit cards than they have in savings (from The Spectator Index via Twitter on August 2)…
Read articleAdditional evidence suggests the credit default cycle may be starting (from The Long & Variable View via Twitter on August 25)…
Read articleBut high-yield and investment grade credit spreads may finally be starting to move (from Thomas Thornton via Twitter on August 17)…
Read articleHistory shows today’s record-low corporate bond spreads are a bearish signal for the economy (from Lance Roberts via Twitter on July 31)…
Read articleThe Fed’s rate hikes have had limited impact on corporate debt so far (from Jurrien Timmer via Twitter on July 28)…
Read articleTwo of the biggest buyers of U.S. Treasury debt over the past several decades are no longer buying (from Lisa Abramowicz via Twitter on August 16)…
Read articleA huge percentage of outstanding Treasury debt is set to mature in the next few years (from Charlie Bilello via Twitter on August 13)…
Read articleFitch Ratings stripped the U.S. of its AAA credit rating this month. Unlike the similar 2011 downgrade by Standard and Poor’s, this one could “matter” (from The Wall Street Journal on August 9)…
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