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Economy

A heavy navy clamp surrounds a small cream house and teal factory, with a gap above their rooftops on an ivory background.

Who wins if the bond-market squeeze finally breaks?

Could lower borrowing costs help Hillman? We test the debt, cash and valuation, with a Treasury chart and clear conditions for this watch-list candidate.
The Vertical Investor Oct 9, 2026
Housing Market Rebound: Contrarian Investing Amidst Recession Fears

Housing Market Rebound: Contrarian Investing Amidst Recession Fears

The prevailing narrative in the financial world is one of impending doom for the housing market. News outlets and analysts point to falling home sales, declining builder sentiment, and the specter of rising mortgage rates as evidence of an impending crash. This negativity has permeated investor sentiment, fostering a consensus
The Vertical Investor Sep 21, 2024

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