Take A Breath.....Annnnnd Think, Weekend Reading
Aaron David GarfinkelThought provoking commentary focused on financial markets, behavior, consumerism, culture, and economics from Aaron David Garfinkel, Real Estate and Macro Analyst.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 30 | Founded | 3 years ago | Last Issue | 5 months ago |
| Active | |||||
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aarongarfinkel.substack.comLatest Issues
Happy New Year 2026!
Preface
For the last eight years, I have taken time to think and write reflective essays to share with my family, friends, acquaintances, and the community. These reflections historically pertained to the way many of my peers and I have ex...
Happy New Year 2025!
Preface
A central point of focus that will be discussed in detail throughout this publication is gratitude. Experience gratitude and feel blessed for what we currently have every day. The pressure from social media to live a lavish and exo...
Yawning at the Yield Curve
Highlights
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We have to work hard to overcome inherent cognitive biases and noise that exist within decision-making.
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What is it going to take for the curve to normalize and steepen back into positive territory? At some point, there...
Happy New Year 2024!
Preface
The message below will be slightly different from the normal stream of content that is published on my Substack. I will be taking a step back from markets for a moment to talk about culture, history, and important themes for t...
Delinquent Days
Highlights
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Robust consumption on credit→ Higher rates→ Accelerating delinquencies→ Higher credit constraints→ Additional credit for spend unavailable→ Lower propensity to spend in the future.
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Capital One and Discover Financial’s...
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Authors
The writers behind this newsletter.
~Real Estate Capital Markets Associate~Independent Consultant and Third Party Macro Analyst~University of Florida Graduate~
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