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View all articlesRenters could soon regain the “upper hand” for the first time in years (from The Wall Street Journal on June 13)…
Read articleThe CRE downturn could wipe out more than 300 banks in a worst-case scenario (from American Banker on June 9)…
Read articleThis corner of the real estate market is defying the broader downturn (from The Economist on June 15)…
Read articleU.S. housing inventory has fallen nearly 40% over the past five years (from National Mortgage News on June 15)…
Read articleMortgage originations continued to plunge in the first quarter of the year – and big banks are leading the way lower (from S&P Global Market Intelligence on June 22)…
Read articleDetails on a unique arbitrage opportunity in Berkshire Hathaway stock (from The Rational Walk on April 27)…
Read articleInsiders at small- and medium-sized banks have been buying their own shares at the fastest pace since the COVID-19 lockdowns (from Bloomberg on June 2)…
Read articleActivist firm Kerrisdale Capital shares its short thesis on Carvana (CVNA) (from Kerrisdale Capital on June 12)…
Read articleCould this natural gas company be another “Outsider” in the making? (from WSG Investment Research on June 13)…
Read articleFour potential “special situations” to consider now (from Special Situation Investments on June 21)…
Read articleAuto-parts retailer AutoZone just announced a significant addition to its share buyback program (from KEDM_COM via Twitter on June 22)…
Read articleZolan Poszar – the widely-followed former Credit Suisse economist (who’s also had stints with the New York Fed and U.S. Treasury) – explains why global central banks have been piling into gold, and why this trend is likely to continue (from an interview in the In Gold We Trust Report on May 24)…
Read articleThis simple chart makes a powerful case for owning gold and other hard assets today (from TaviCosta via Twitter on June 1)…
Read articleGold has been holding up surprisingly well given the sharp rise in real interest rates (from The Daily Shot on June 7)…
Read articleLuke Gromen – founder and president of Forest for the Trees (FFTT) – makes the case for “peak cheap gold,” and why it implies much higher gold prices from here (from FFTT Tree Rings on June 16)…
Read articleIf you’re only watching gold priced in U.S. dollars, you could be missing a lot (from McClellan Financial Publications on June 21)…
Read articleU.S. oil drilling has been moving significantly lower this year as shale producers pull back (from Bloomberg on May 19)…
Read articleGlobal “ESG-friendly” consulting firm McKinsey & Company gives the “green light” to an expansion of nuclear power generation (from McKinsey Sustainability Insights on May 22)…
Read articleElectric grid watchdog warns two-thirds of the U.S. is at risk of blackouts this summer (from The Wall Street Journal on May 26)…
Read articleNatural resource investment firm Goehring & Rozencwajg believes conventional oil production has “unequivocally” peaked (from Goehring & Rozencwajg’s Natural Resource Market Commentary – First Quarter 2023 on May 31)…
Read articleExxon Mobil is betting new technology can double oil production from shale wells (from BNN Bloomberg on June 1)…
Read articleBloomberg senior energy reporter Stephen Stapczynski notes global demand for liqiud natural gas (LNG) could surprise to the upside later this year (from SStapczynski via Twitter on June 1)…
Read articleA look at the recent OPEC+ oil production cuts, and what they could mean for the oil market in the months ahead (from BisonInterests via Twitter on June 7)…
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