Gentle reminder that the balance sheet debate is fake — and that everybody actually knows this Gerard MacDonell May 27, 2026 10:12 AM
What a Hawkish Fed Bias Would Look Like + AI Capex Era Cash Return Likely to be Better than Feared Dennis DeBusschere May 27, 2026 8:21 AM
Quant Market in Numbers: Industry Group Divergence within Technology Dennis DeBusschere & Sophia Wang May 26, 2026 12:40 PM
VERY tentative evidence of a stabilization in marginal rent inflation — at a depressed level Gerard MacDonell May 26, 2026 10:34 AM
