Economics
+2
May 15, 2026
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7 min read
The bond market is the only price in the economy no one can talk down. It is reasserting itself, and everyone downstream is about to feel it.
+1
Apr 22, 2026
6 min read
Global oil storage has lost 255 million barrels in eight weeks. The system was built to win on price, and it is now learning what that trade-off actually costs.
Apr 10, 2026
What happens when every safety net thins out at the same time.
Mar 29, 2026
Twenty million barrels a day. Forty miles of open water. Fifty years of pretending this couldn't happen.
Jan 28, 2026
8 min read
Why record markets and everyday strain can exist at the same time
Nov 3, 2025
5 min read
What the repo market is telling us about bank liquidity and why it matters
Oct 24, 2025
Why It Matters for B:Side, SBA Lending, and Regional Banks
+3
Oct 22, 2025
4 min read
Why the hard way is the only way forward
Oct 16, 2025
How policy tightening and political paralysis are squeezing regional lenders and reshaping confidence
Oct 1, 2025
Another regional banking crisis might already be underway. Here’s what the signs are telling us — and what B:Side sees ahead.
Sep 16, 2025
The Fed Prepares to Cut Rates Into a Market It May Not Fully Understand
Sep 5, 2025
What Smart Leaders Should Watch Next
Sep 4, 2025
Some predictions are wrong. This one might just be early.
Aug 26, 2025
The Uneasy Return of Easy Money
Jul 24, 2025
3 min read
Or Why I Feel Like I'm Taking Crazy Pills
Jul 10, 2025
Unpacking the Risks Behind Trump’s 300 Basis Point Proposal
Lending
Jul 3, 2025
Why CRE Is Cracking and What It Means for Regional Banks, SBA 504 Lenders, and the Future of Cities
Jun 28, 2025
How Internal Fragility Becomes Financial Disaster
May 27, 2025
What’s Happening Now—and What Comes Next
Debt
May 13, 2025
Why the $9.2 Trillion Maturity Cliff Could Define the Next Decade
May 6, 2025
What a U.S. Debt Market Collapse Means for Regional Banks and Small Businesses
Oct 29, 2024
Why the Warning Signs in the Markets Are Getting Harder to Ignore
Oct 20, 2024
Why A Transformational Downturn May Be Closer Than You Think