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The Informationist

James Lavish, CFA
Thousands of paid subscribers

Simplifying one important financial topic weekly

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Substack
PricingFreemiumPublishesDaily
Issues287Founded5 years agoLast Issue8 days ago
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Latest Issues

💡 When Will Mortgage Rates Fall?

The average 30-year mortgage is back above 7%, and the White House says it wants rates to go down. Question is, what would that take, and how long could we be waiting?

Full disclosure, and as many of you already know: I hold bitcoin and ha...

8 days ago
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Roundtable Meeting Today

Reminder: Starts at 1 PM PT. Link included here.

Team, It’s today! Our quarterly live Roundtable starts at 1:00 PM PT (4:00 PM ET). Plan for 90 minutes.

11 days ago
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💡 Are We Witnessing a Bond Apocalypse?

After the lowest demand at a 5-year auction since 2018, how much will the world's biggest borrower have to pay up to find buyers?

Full disclosure, and as many of you already know: I hold bitcoin and hard assets personally and professionall...

15 days ago
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Roundtable Meeting: Q4 2026

Our next Roundtable is one week from today. Send me your questions.

Team, Quick correction to this morning’s note. Next Thursday’s Roundtable is 90 minutes, not 30. Please plan for 1:00 to 2:30 PM PT (4:00 to 5:30 PM ET).

18 days ago
5
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Roundtable Meeting: Q4 2026

Our next Roundtable is one week from today. Send me your questions.

Team, Next Thursday is our quarterly live Roundtable, and you’re part of it.

18 days ago
4
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Authors

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  • James Lavish, CFA

    Hedge Fund Manager | Independent Board Director (NASDAQ: ASST) | Author of \ud83d\udca1The Informationist Newsletter: Simplifying one important financial topic weekly

  • Frequently Asked Questions

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