Author: UPFINA

Job cut announcements hit a 21 year low while rent prices missed pre-pandemic estimates, but they’re coming back quickly.

Valuations are much higher than they were 5 years ago even though the risk free rate is exactly the same. It’s unlikely that we get more multiple expansion in the next 5 years.

One of the most important economic themes in the next 6 months is the continued strength of the US consumer.

Junk bond yields are at a record low. This doesn’t mean a volatility event is coming soon, but history suggests that…

There might be a correction in the next 6 months, but not because it is the 2nd year of a bull run.