Newsletter
ASPS Q4 21 Earnings
Expected asset sale adds cash to balance sheet, while top line revenue declines and adjusted loss shrinks
Calvin Froedge
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Update on current market positioning
I have not significantly shifted my exposure recently
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Chinese charterers are scooping up VLCCs while the west announces new SPR releases
China seems to be preparing for something. The question is what?
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Thank you for your support and interest
I have decided to begin moving the bulk of my content to Substack
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Private business should be free to make vaccine mandates
It's public vaccine mandates that are the real threat to liberty
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When money falls from the sky
An unexpected turn of events for Altisource Portfolio Solutions (ASPS)
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Capital Link Digital Forum 2021
Please register for the *free* three day event starting Tuesday, October 12!
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Here come the pitch forks
It's not just the bond vigilantes and sound money people anymore - inflation is turning the common folk and the political class against the monetary system and their gluttonous counterparts
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US federal budget and US corporates - expect far higher corporate taxes
A brief analysis of United States federal budget obligations and what it means for US companies, investors, and taxpayers
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FOMC week. Dare I speculate?
Inflation is hitting the highest levels since 1982. All other major central banks have already begun tapering. Can the Fed really keep kicking the can down the road?
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What's driving pandemic outcomes?
A detailed analysis, covering vaccines, obesity, age, drug use, economic, and health outcomes in a curated selection of countries
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The big shoe drop is inching closer in Panama
The end of eviction and foreclosure moratoriums edge closer as struggling banks have already started attempting to collect
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Are all supreme court nominations political?
A brief analysis of current supreme court justices, their appointments, and their rulings
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It's time to ditch big tech. Here's how.
Freedom of speech is the cornerstone of a free society - and big tech companies and power hungry politicians are destroying it under the guise of "social progress" and "safety"
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Politics, finance, programming, and everything in between
Welcome to Calvin's thoughts by me, calvinfroedge. I like code, energy, and investing. Free speech absolutist. Sign up now so you don’t miss the first issue. Subscribe now In the meantime, tell your friends!