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Thoughts From The Divide: The Vital Few

BY JON WEBB
Winston Churchill said the above line in a speech delivered in 1940 to the House of Commons, noting in his survey of the war efforts that “The gratitude of every home in our Island… goes out to the British airmen who, undaunted by odds, unwearied in their constant challenge and mortal danger are turning the tide of the world war”. While we don’t want to focus this week on the “psalm of swords” (though we would note Denmark’s government may have broken the first rule of Fight Club in recommending its citizens stock up on water, food, medicine, and iodine tablets!), the British Bulldog’s words are particularly apt at the moment given so much of the economic landscape is dependent on “the vital few”. Read more →

Thoughts From The Divide: Collateral Damage – May 31 2024 – MI2 Partners

BY JON WEBB
If this week’s title sends a small shiver down your spine, you may be in the Real Estate/lending business. Sadly, there doesn’t appear to be any quick or easy cures, which is perhaps unsurprising as the hits keep coming. Bank OZK is the latest example, getting slammed after a Citi analyst noted “substantial concerns” over the company’s “largest individual loan… and Life Science construction lending in general”. Some might think the residential side is also showing some cracks, with pending home sales slumping to the “lowest level since the start of the pandemic”, and with an increasing number of listings opting to cut prices. The latter metric might itself be muted by the number of listings getting pulled… Cheery stuff! Read more →

NDR Dynamic Allocation Strategy November 2024 Update

BY BRIAN SANBORN
Dynamic Allocation Strategy, indicators, weightings update Read more →
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