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Daily Journal archiveCredit card delinquency rates are already approaching Great Financial Crisis levels (from carlquintanilla via Twitter on June 1)…
Read articleThis simple chart explains why consumer spending has held up longer than economic data would have otherwise suggested (from The Daily Spark with Dr. Torsten Sløk on June 5)…
Read articleReports from multiple retailers suggest a growing number of consumers have now reached a “tipping point” (from Palm Valley Capital Management on June 7)…
Read articleCitizens Financial Group announces it is exiting the auto loan business (from Business Wire on June 7)…
Read articleA recent survey suggests more than half of borrowers – including those earning more than $100,000 per year – will have trouble resuming student loan repayments this summer (from Morning Consult on June 8)…
Read articleConsumer credit surges to a new record high – led by credit card debt (from MishTalk on June 10)…
Read articleAuto loan delinquencies – led by subprime – have now surpassed their Great Financial Crisis peak (from S&P Global Mobility via PRNewswire on June 20)…
Read articleThis disturbing trend suggests the rise in auto loan delinquencies is just getting started (from Automotive News on June 21)…
Read articleCommercial real estate (CRE) brokerage CEO: “What’s happening in the office sector is apocalyptical” (from Fortune via Yahoo! Finance on June 1)…
Read articleA massive wave of CRE mortgages is set to come due over the next few years (from The Wall Street Journal on June 6)…
Read articleRenters 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)…
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