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  • You should be worried about repo workers being so happy
    July 29, 2024
    You should be worried about repo workers being so happy
    You should be worried about repo workers being so happy

    Attendees at last year’s North American Repossessors Summit had a lot to discuss, namely the historic demand they've been experiencing with the decline in consumer financial health.

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  • Known by many, used by few
    July 22, 2024
    Known by many, used by few
    Known by many, used by few

    More than half of the U.S. population has at least heard of AI chatbot ChatGPT. And nearly one-third of the population has used it. On the surface, it looks like AI has already made a huge dent. However, when you look deeper... the story is quite different. Only around 7% of the U.S. population uses ChatGPT daily. Most people who reported using it only did so a handful of times.

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  • The world still runs on the U.S. dollar
    July 15, 2024
    The world still runs on the U.S. dollar
    The world still runs on the U.S. dollar

    According to the International Monetary Fund (“IMF”), one-third of the world's capital has flowed into the U.S. since the pandemic... Pre-pandemic, that number was just 18%.

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  • Earnings growth, duh
    July 8, 2024
    Earnings growth, duh
    Earnings growth, duh

    In the world of Wall Street, investors focus on one thing above all else, earnings growth…

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  • U.S. companies are gearing up for major investments
    July 1, 2024
    U.S. companies are gearing up for major investments
    U.S. companies are gearing up for major investments

    Many companies tried to wait for interest rates to come down before spending or borrowing. But as regular readers know, debt-laden businesses couldn't outwait the Federal Reserve. We saw a wave of refinancing for U.S. corporations earlier this year. Also, many companies held off on investing in their businesses with rates so high.

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  • Investors have already settled into the ‘New China’
    June 24, 2024
    Investors have already settled into the ‘New China’
    Investors have already settled into the ‘New China’

    While most Indian prime ministers serve a maximum of two terms, Narendra Modi became the second ever to reach a third term. Indian citizens are clearly happy with how the last decade has gone. Modi has done a lot to help India’s economy become one of the fastest growing in the world, including welcoming a lot of new foreign investors over the last few years.

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  • Redirecting public discontent
    June 17, 2024
    Redirecting public discontent
    Redirecting public discontent

    China's economy has been hit on many different fronts lately… First, the country faced a debt crisis in the real estate. Recently, there have been conversations about how the government is trying to bail out the sector with efforts to push regions to buy homes outright.

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  • The hidden impact of ‘Phantom Debt’ on consumer health
    June 10, 2024
    The hidden impact of ‘Phantom Debt’ on consumer health
    The hidden impact of ‘Phantom Debt’ on consumer health

    In the shadows of traditional credit, “buy now, pay later” (BNPL) loans are quietly stacking up as “phantom debt.” These seemingly benign, interest-free installments bypass credit reports but are increasingly driving delinquency rates higher, reflecting growing financial strain among consumers. In today’s FA Alpha Daily, we explore the hidden risks of BNPL, its impact on […]

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  • This ‘vanilla’ tool can help you invest more in bonds
    June 3, 2024
    This ‘vanilla’ tool can help you invest more in bonds
    This ‘vanilla’ tool can help you invest more in bonds

    Investing is less about picking the right company than you think.

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  • Far from the 1970s
    May 20, 2024
    Far from the 1970s
    Far from the 1970s

    The last time the U.S. saw stagflation was in the 1970s...

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  • Finding silver linings in ‘‘bad’’ data
    May 13, 2024
    Finding silver linings in ‘‘bad’’ data
    Finding silver linings in ‘‘bad’’ data

    The recent U.S. job report has given investors and economists a rare reason to celebrate despite its seemingly modest numbers.

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  • Japan’s economy is showing signs of life
    May 6, 2024
    Japan’s economy is showing signs of life
    Japan’s economy is showing signs of life

    Japan's GDP grew from $91 billion in 1965 to $1.1 trillion by 1980...

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  • Choking on credit
    April 22, 2024
    Choking on credit
    Choking on credit

    Employment and wage growth are going strong... but everything isn't fine in today's economy. Consumers are grappling with borrowing at elevated interest rates unseen in years. Over the past few quarters, both auto loans and credit card loans have soared to unprecedented levels.

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  • Don’t count on rate cuts anytime soon
    April 15, 2024
    Don’t count on rate cuts anytime soon
    Don’t count on rate cuts anytime soon

    Limbach Holdings (LMB) is a full-service building construction and facilities services company. The company provides integrated design, installation, maintenance, and repair services for the built environment.

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  • The corporate push to evade recession
    April 8, 2024
    The corporate push to evade recession
    The corporate push to evade recession

    The corporate borrowing has seen an unprecedented surge, with companies leveraging financial markets as though anticipating no future repercussions. Initially, this trend appeared confined to private equity-backed firms, aiming to distribute substantial dividends before potential market downturns.

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  • No safety net is sufficient enough for the U.S. banking sector
    April 1, 2024
    No safety net is sufficient enough for the U.S. banking sector
    No safety net is sufficient enough for the U.S. banking sector

    Last month, New York Community Bancorp (NYCB) – one of the nation's largest regional banks – received a $1 billion capital boost.

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  • The market is attempting to rewrite history
    March 25, 2024
    The market is attempting to rewrite history
    The market is attempting to rewrite history

    The tech frenzy surrounding Nvidia (NVDA) has reached new heights, with the launch of an exclusive Nvidia ETF, known as NVDL. You read that right. There is a one-stock, levered-long Nvidia ETF, called NVDL.

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  • Rising productivity fuels overconfidence in the market
    March 18, 2024
    Rising productivity fuels overconfidence in the market
    Rising productivity fuels overconfidence in the market

    The beginning of the pandemic in early 2020 was accompanied by a period of unprecedented economic turbulence… While lockdowns officially started in March 2020, the worst economic effects started showing up in the following few months.

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  • Don’t get too cozy with the AI mania
    March 4, 2024
    Don’t get too cozy with the AI mania
    Don’t get too cozy with the AI mania

    February was a reminder of what lies under the surface of the artificial intelligence (“AI”) mania...

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  • Corporate America’s credit crunch
    February 26, 2024
    Corporate America’s credit crunch
    Corporate America’s credit crunch

    Today's business world is changing in ways we've seen in history, facing economic challenges and tighter credit conditions similar to past financial difficulties.

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