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Accounting, AllReg's AI Tools; Isaac Boltansky Interview; CRA Stats; STRATMOR on LO Trust
We find ourselves in the 3rd quarter of 2026. The stock market has made the headlines, but between a) the reduction in the number of publicly held companies, and b) the weight given to AI-related stocks, it is worth reminding everyone that the stock market is not the economy. Economies are complex,
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Tuesday Sell-Off Sticking; Warsh and ISM On Deck
Bonds have added modestly to Tuesday's big quarter-end sell-off (a phenomenon that has nothing to do with the sorts of fundamental developments that dictate a vast majority of market movement). Thankfully, the random plumbing-related volatility is behind us as we begin the new quarter. Old-school po
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Why We Saw Steady Selling All Day
Why We Saw Steady Selling All Day We expected volatility would pick up on Tuesday for one reason or another and it did not disappoint. Sadly, the direction of the movement was disappointing as bonds sold off steadily virtually all day. While there was a bit of selling after the job openings data at
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Mortgage Rates Edge Modestly Higher
Starting last Thursday, mortgage rates have barely budged. In terms of our 30yr fixed index, the maximum day-over-day change has been 0.02% since then. The past 3 business days have seen rates either hold steady or move cautiously lower. Today's rates moved higher, but at just as slow a pace. The un
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