“It's a mistake to suggest that the times of turbulent change can be waited out and things will return to normal; It won't.”
Category: Debt
The Evergrande Default Notification and a Crypto Flash Crash – Part 2
It’s likely that large chunks of capital are being intermittently sold to eliminate exposure to fallout from Evergrande’s debt default process.
Growing Risk of Recession as Bread and Circuses Distract the Plebeians – Part 3
The Fed said everything was under control, but Jay Powell's "softish" recession is as close as it gets to whispering fire in a crowded theater.
The Implosion of Commercial Office Space Has Begun
A global commercial real estate crash is likely in 2-5 years with major CRE foreclosures as the work from home phenomenon gains steam.
You must be logged in to post a comment.