cov-lite loans

New Risk Resistant Economy

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Recency bias is causing many investors and economists to believe we are in a new era of uncertainty because of the dot com bubble and the 2008 financial crisis. It’s like saying inflation would always stay high after the bout of inflation caused by monetary policy mistakes in the late…CONTINUE READING

Return on Equity (ROE) Hits Record Low

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Speculation In Stocks With interest rates falling, speculation into anything which promises a high return is in vogue. The Trump Trade promised a higher yield environment, but that ended in early March. The 10-year yield has fallen from 2.64% to 2.16%. Even at the recent peak in yields, interest rates…CONTINUE READING