Trying out Mastodon after the mess on Twitter today.

Interested in investing & economics.

Any recommendations for follows with similar interests on Mastodon?

#Twitterdown #Mastodonmigration #Twitter

Mortgage-Backed Securities: What's the Current Investment Environment?

https://twotreessally.substack.com/p/the-changing-landscape-of-mortgage

The first in a series of journal posts exploring the current MBS landscape.

#MBS #CRE #CMBS #Investing #Investments #MBB #VMBS #SPMB #MORT #REM #REITS #realestateinvestment

Unemployment is a lagging indicator. Many references to a strong economy abound, Google Trends data shows that layoffs spiked in '22 and again in Jan '23

A similar lag as '09 would mean a peak unemployment rate around Sept or Nov of 2023

#Recession #unemployment #Economy #Layoffs #Investing

Equities' share of household net worth has been a reasonable predictor of 10-year stock market price returns

Currently at 19-20%, indicating expected 3.96% annual returns (range: -1.2% to 6.7%)

10 year Ts @ 3.8%

#SPY #SP500 #investing #Stocks #QQQ #DIA