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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
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Brent Nyitray
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Have we passed peak ESG?
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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
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Brent Nyitray
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The Weekly Tearsheet: Is the government underestimating inflation?
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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
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Brent Nyitray
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Legislation to ban large investors from owning single family rentals is a solution in search of a problem.
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1
April 2024
The Weekly Tearsheet: COVID stimulus filled a hole that didn't exist
As the inflation data causes investors to pull back rate cut projections this year, it is useful to take a look back and see how far we have come.
Apr 29
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Brent Nyitray
3
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The Weekly Tearsheet: COVID stimulus filled a hole that didn't exist
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Weekly Tearsheet: Addressing housing affordability.
If mortgage rates fall, will housing become more affordable?
Apr 16
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Brent Nyitray
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Weekly Tearsheet: Addressing housing affordability.
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March 2024
How would Ronald Reagan attack the problem of shelter inflation?
The Fed held the Fed Funds rate at a range of 5.25% - 5.5%, which is where it has been since the last time the Fed hiked rates in July.
Mar 27
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Brent Nyitray
3
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How would Ronald Reagan attack the problem of shelter inflation?
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10
Google's Gemini might be the catalyst that breaks AI Fever.
The comic relief last week was the much ballyhooed release of Google’s AI platform Gemini.
Mar 6
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Brent Nyitray
3
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Google's Gemini might be the catalyst that breaks AI Fever.
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February 2024
Weekly Tearsheet: The issue of shelter with inflation
The Spring Selling Season generally kicks off right around Super Bowl Sunday.
Feb 20
•
Brent Nyitray
1
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Weekly Tearsheet: The issue of shelter with inflation
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The Weekly Tearsheet: A volatile week for bonds
Last week was pretty volatile for the bond market, however rates didn’t move all that much when all was said and done.
Feb 5
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Brent Nyitray
1
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The Weekly Tearsheet: A volatile week for bonds
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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
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Brent Nyitray
1
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The Weekly Tearsheet: Sports Illustrated, value investing, and corporate hubris.
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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
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Brent Nyitray
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Things are looking up for the mortgage industry, but cracks appear in credit
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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
•
Brent Nyitray
1
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A look ahead to 2024: The Great American Political Fracturing
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