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Waiting on Appointments

2026-08-28 · David H. Friedel Jr. · 4 min read

The Treasury Market May Not Be Breaking... It May Be Searching for a New Price

2026-09-24 · David H. Friedel Jr. · 13 min read

The Marginal Buyer Is a Carry Trade

2026-09-07 · David H. Friedel Jr. · 9 min read

The Asymmetry Machine

The same force compressing labor is powering the builder explosion. That is not a coincidence. It is the mechanism.

2026-03-31 · David H. Friedel Jr. · 9 min read

The Hidden Inflation of AI

How companies are disguising capital strain as innovation while the middle class foots the bill

2025-10-11 · David H. Friedel Jr. · 3 min read
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