Eurodollar University, Released on 7/6/24 According to multiple recent reports, banks are very quietly selling out of CRE positions. Those reports are backed up by banking data which clearly shows an inflection in systemic loans in the space. Combined, we have strong evidence showing the second stage of the CRE bust has now started. Jeff […]
Wall St. For Main St., Released on 1/4/21 Now that Christmas is over and done with many stores will strongly consider liquidating remaining inventories, if they can, and then closing down locations and/or shutting down or going bankrupt. After Christmas your mall might vanish — but it may also be reborn https://finance.yahoo.com/news/after-… 2 Restaurants Owners […]
Grant’s Interest Rate Observer Podcast, Released on 11/12/20 https://www.linkedin.com/company/urba… James “Jim” Grant is an American writer and publisher and the founder of Grant’s Interest Rate Observer, a twice-monthly journal of the financial markets. He is the author , most recently, of The Forgotten Depression: 1921: The Crash That Cured Itself. Grant’s television appearances include “60 […]
