Apr 28, 2022
So...Elon Musk buys Twitter and Disney is in a politcal war with the governor of Florida all in the midst of Q1 earnings season. What a time to have megacap exposure in the markets...if only there was a way hedge against all this uncertainty.
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Apr 21, 2022
Bad dad-joke, I know. Almost as bad as how high real estate prices are in this economy. But even with the average 30-yr mortgage above 5%, an unwinding of $35 billion in MBS's, and a rising interest rate environment, will the housing market cool down?
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Apr 15, 2022
50% of Americans now feel a recession will fall upon us in the the 12-24 months; which brings us to the spirit that is not whiskey. Instead, it brings us to the animal spirits which can be a leading indicator of an imminent recession. So what does the term "animal spirits" even mean?
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Apr 8, 2022
If there was a bird hunt to find a single dove among the members of the FOMC, no one would score. It seems like all the hawks have gobbled them up. So why not have a drink while everyone shifts to a more hawkish outlook and observe through whiskey glasses as the Fed winds down their colossal balance sheet.
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Apr 1, 2022
Had to keep this week short as we drank to the rock legend, Taylor Hawkins. Because of this, liquidity (aka whiskey) was flowing which made it all the more fitting to talk about Modern Monetary Theory (MMT) and how it contrasts with the old Keysian school of thought. Also, happy (or sad) yield curve inversion week!
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