Month: July 2025

Vault

Kevin O’Leary says the banks aren’t lending to small businesses. And if you have payroll at a regional bank, you’re moving it to a bigger bank.

August 30, 2023

“My best guess is that we are going to need more interest rate increasing,” says Larry Summers.

August 26, 2023

Nick Gerli says, “There is pressure building in the background.” He doesn’t think homeowners will increase the housing supply – but SFR investors will.

August 18, 2023

10-year treasuries just hit a 15 year high. Is everyone too sanguine about this, asks Kelly Evans? She and Joe Kernen are flabbergasted that Matt Hornbach is unconcerned by the current rate environment. Mr. Hornbach says that the Fed is done hiking.

August 18, 2023

“If you don’t like the numbers, you change them – or stop publishing them,” says Andrew Ross Sorkin about Chinese economic numbers. Beijing will stop publishing figures for youth unemployment in China, because it’s so bad.

August 17, 2023

We are seeing record credit card debt, the anti-inflationary drivers of growth are reversing and China is slowing down, says Scott Sperling of THL.

August 17, 2023

If you helicopter drop more money than we spent in World War 2, and unit labor costs continue to rise without productivity gains, you will get higher inflation and higher for longer from the Fed, says Barry Bannister of Stifel.

August 15, 2023

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