
Curated alternative investment ideas each week plus contrarian market news and analysis for self-directed independent investors
| Platform | Pricing | Only paid issues | Publishes | Twice weekly | |
|---|---|---|---|---|---|
| Issues | 269 | Founded | 4 years ago | Last Issue | 10 days ago |
| Active | |||||

When premiums hit $8,292 a year, some owners stop paying the mortgage first.
In Baton Rouge right now, fewer than 1 in 5 mortgaged homeowners are equity rich. And Baton Rouge is not the outlier.
REOs up 45% and the backstop that was slowing them down is gone.
The federal government just pulled the plug on the program that was keeping hundreds of thousands of homeowners out of foreclosure.
The distressed cycle is accelerating. Here is the data behind it.
KKR just cut their dividend 60% and their CEO called 2026 a transition year on a public earnings call.
Stress Becomes Supply
118,000 homes just entered the foreclosure pipeline, and lenders are already taking more of them back.
Rising Costs and Foreclosures
It feels like the backlog finally started moving.
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The writers behind this newsletter.
Just testing the waters
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