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Daily Journal archiveThe latest National Federation of Independent Business (NFIB) survey suggests credit conditions for small businesses are tighter than they’ve been in years ( from Bloomberg on April 11)…
Read articleRecent problems in smaller banks could have an outsized effect on consumer credit (from BCA Research and Morgan Stanley Research via The Daily Shot on March 17)…
Read articleFollowing last month’s turmoil, smaller banks will likely be reorganizing their balance sheets, leading to tighter credit conditions in the U.S. This development ultimately makes a recession much more likely (from Torsten Slok/Apollo Global Management via The Daily Shot on March 21)…
Read articleRates on new car loans have soared over the past year, warning of potential trouble ahead if the economy slows ( from Charlie Bilello via Twitter on April 10)…
Read articleData suggest consumer credit card spending has slowed significantly in recent weeks ( from JHump via Twitter on April 11)…
Read articleA recent survey suggests a growing number of Americans are turning to “buy now, pay later” apps to purchase basic necessities ( from Bloomberg on April 18)…
Read articleU.S. housing affordability is the worst on record ( from Bloomberg on March 2)…
Read articleOffice vacancies are soaring in many cities, suggesting commercial real estate (CRE) delinquencies and defaults could continue to climb ( from the Wall Street Journal on April 6)…
Read articleA massive wall of CRE debt is due to mature over the next few years (from Trepp/Morgan Stanley Research via The Daily Shot on April 11)…
Read articleDan McNamara – a veteran commercial real estate investor and founder of Polpo Capital – recently joined the Forward Guidance podcast to explain why he believes the CRE default cycle has only just begun ( from Forward Guidance on April 12)…
Read articleMore on why CRE could be in serious trouble ( from KEDM.com via Twitter on April 12)…
Read articlePension giant Calstrs is among the first to warn of losses in CRE ( from the Financial Times on April 18)…
Read articleSix corporate “spinoff” opportunities to consider now ( from Barron’s on April 12)…
Read articleWhy three tech giants could be the next to “break up” ( from Forbes on April 12)…
Read articleJonathon Pollock – head of global situational investing for renowned activist investment firm Elliott Management – shares his approach to successful investing ( from A Letter a Day on April 15)…
Read articleA case for 100% to 200% upside in a company that recently filed for bankruptcy ( from Junk Bond Investor on April 12)…
Read articleDaniel Oliver, founder of Myrmikan Capital, explains why the government’s response to recent bank failures could ultimately be incredibly bullish for gold ( from Myrmikan’s March 2023 letter)…
Read articleGold stocks remain historically cheap versus both gold and the broad stock market ( from Mining.com on April 4)…
Read articleDespite the big rally in precious metals recently, sentiment among investors still appears to be relatively muted ( from Jared Dillian via Twitter on April 4)…
Read articleAlfonso Peccatiello, founder of The Macro Compass , recently noted similar sentiment at a major gold conference ( via Twitter on April 11)…
Read articleGold tends to perform very well after the U.S. Treasury yield curve “inverts,” as it did last fall ( from MacroMicro via Twitter on April 13)…
Read articleGold also tends to outperform the broad market following yield curve inversion ( from Otavio Costa via Twitter on April 13)…
Read articleThe gap between platinum and palladium continues to widen (from The Daily Shot on April 14)…
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