Latest analysis
51 articles published — newest first.
Fed hike leaves a 0.48% real-rate cushion against CPI
The Fed’s midpoint is (3.75% + 4.00%) / 2 = 3.875%; CPI at 3.4% leaves 3.875% - 3.4% = 0.475%, rounded to 0.48%.
Personal Finance · BlackMoney Desk
Fed’s 25 bp hike changes budgets by $25 per $10,000
The Fed’s first rate increase since 2023 is a personal-finance story because it reprices cash and floating-rate debt at the same time. The clean household math…
ETFs & Funds · BlackMoney Desk
ETF Flows Are 1.34% From Last Year’s Record as Core Funds Absorb Cash
U.S.-listed ETF inflows are close enough to the 2025 record that the remaining gap is a rounding-size number, but the risk is that flow data may be distorted…
ETFs & Funds · BlackMoney Desk
US ETF inflows are within 1.34% of last year's record
US-listed ETFs are close enough to last year's full-year inflow record that the story is no longer about timing. It is about where the fee base is moving, and…
Stocks · BlackMoney Desk
Paramount-Warner math now turns on a 26.5% debt layer
The settlement moves Paramount’s Warner Bros. Discovery deal from courtroom risk toward balance-sheet math: $110.0 billion of enterprise value minus $80.9…
ETFs & Funds · BlackMoney Desk
Bond ETF Flows Show Investors Are Paying for Yield, Not Duration Calls
Bond ETFs took $10.882 billion of $11.325 billion in weekly net ETF issuance, or $10.882 billion / $11.325 billion = 96.1%. That is a yield story, not a…
Personal Finance · BlackMoney Desk
The Fed Hike Makes Idle Emergency Cash Cost $412 a Year
The Fed’s rate hike turns emergency cash into a budgeting line item: at today’s quoted rates, the gap is $412 per $10,000 before tax.
Stocks · BlackMoney Desk
Generac’s Amazon deal makes backup power the equity story
The Amazon supply agreement is large enough to reframe Generac: initial deliveries equal 57.0% of 2025 sales, before any upside from the wider warrant-linked…
