“No Kings equals no paychecks”

Experian to offer VantageScore 4.0 for free; some MBS could feel shutdown impacts | Like we said..... | nationalmortgagenews.com/opinion/why-th… Experian

Looking forward to discussion with Janet Alvarez top of the hour on @bizBriefing on Channel 132 SiriusXM

#Bitcoin Extends Slide as $600 Billion Erased Since #Crypto Crash finance.yahoo.com/news/bitcoin-b…? | Like we said. Turns out crypto is not electronic gold but a derivative of global equity markets. And Q4 is going to be ever more fun as banks puke out surprises.... Peter Schiff

Regional bank “cockroaches” may continue to affect stocks AND bonds. 10 year Treasury has no business below 4% though 4.5% more like it — too much supply/deficits despite slowing, soon-to-be 1% growth economy. Gold has become a momentum/meme asset. If you want to own it, wait

Trading Points: Banks Stocks, #Gold and #Crypto Assets Diverge | theinstitutionalriskanalyst.com/post/theira768?

It is extremely accurate. Men do care about intelligence and cultural affinities of women (so the waitress thing might be misleading). But no man takes into account a woman’s career when considering whom to date or marry.

Everything old is new again. The New York crime reduction miracle that lasted more than 25 years began in 1990, when as Chief of the NYC Transit Police we launched an unprecedented fare evasion enforcement effort. One in seven fare evaders had warrants — one in 21 carried

Gold notches biggest gain since 2020 as precious metal goes 'parabolic’ finance.yahoo.com/news/gold-notc…

Trading Points: Banks Stocks, Gold and Crypto Assets Diverge | ICYMI | theinstitutionalriskanalyst.com/post/theira768

So here's the source of the unhappiness about the #GSEs. When there is no public push, the stock trades off. We made a nice turn in late July and August, then sold. My rule on Fannie Mae is buy it in single digits, but sell when it gets near $20. It's a trade....

Oh, and for the record, we sold our bank stocks before Jackson hole and leaned heavy into gold. Did very well on the April-August trade in $AXP and $SCHW. Now just bank preferred and our favorite REIT, $NLY, in terms of financials.

It's cold in the Hudson Valley this AM. The doggies are sleeping in but the roses are still OK....

Many thanks to Adapting Social LLC for nice rebuild of The IRA website..... theinstitutionalriskanalyst.com @WIX

Sterling Bay faces default on empty Lincoln Yards biotech building therealdeal.com/chicago/2025/1… | Ugh. I still cannot believe that George went into this deal in the first place.... $OZK Morning Answer

Feds seize $15 billion in crypto from ‘pig butchering’ scheme involving forced labor camps | Kara Scannell CNN cnn.com/2025/10/14/pol…

Obama's $1 Billion Presidential Library Looks Like A Tower Of Doom | So true. Damage to the US by #Obama is incalculable | zerohedge.com/political/obam…