Archive - The Weekly Tearsheet

Have we passed peak ESG?

Over the past decade, ESG investing (environmental, social, governance) and “stakeholder capitalism” has taken the investment industry by storm.

Jul 2 •

June 2024

The Weekly Tearsheet: Is the government underestimating inflation?

One of the biggest head-scratchers over the past couple of years has been the resiliency of the US economy.

Jun 3 •

May 2024

Legislation to ban large investors from owning single family rentals is a solution in search of a problem.

Unaffordable housing is a hot button issue these days.

May 20 •

April 2024

March 2024

February 2024

January 2024

The Weekly Tearsheet: Sports Illustrated, value investing, and corporate hubris.

Value investing is one of those concepts that sound great on paper, but can be a problem when it comes to actual performance.

Jan 22 •

Things are looking up for the mortgage industry, but cracks appear in credit

The past couple of weeks have seen a bunch of ostensibly bad news for the bond market fail to move the march towards lower rates.

Jan 16 •

A look ahead to 2024: The Great American Political Fracturing

As we begin 2024, I think we are entering a new political age, which makes handicapping 2024 difficult.

Jan 2 •

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