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More than half of US homes fell in price in 12 months — Whalen Global Advisors chairman
13 calls: Why the Fed gets forced back into bond buying, the $2T deficit that makes a rate hike beside the point, and the insurers he says will not be…
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"$2 billion is a drop in the bucket": Trajan Wealth CIO on Treasury buybacks
15 takeaways: why insurers swapped 30-year Treasuries for floating-rate private credit, where he buys bonds instead, and why he says the selloff in…
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The next CPI print starts with a 4 and stays there to March, says DoubleLine's CEO
14 calls: The portfolio he has moved entirely out of AI, why he says 30-year TIPS never protected anyone from rising rates, and the sector he calls the…
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HSBC strategist: some Thai hospitals get over 75% of revenue from foreign patients
7 insights: Why India's medical tourism is shrinking while Korea drew 3M cosmetic patients, how Indonesia is trying to keep its patients home, and the…
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Bill Cohan: Leon Black asked for the investigation into his own Epstein payments
8 takeaways: what 10 on-the-record interviews produced, how Athene turned Apollo into a private-credit machine, and the Munch painting hanging in a…
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Ben Hunt: the Fed-credibility narrative has gone supernova, and gold is one divided by trust | Last Call
Why a single 25-basis-point hike would have bought Warsh the market's belief, what three now cannot, and the four problems the Fed and Treasury have to…
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