Primer: Better Home & Finance (BETR US) - May 2026
Better Home & Finance is a technology-driven mortgage lender aiming to disrupt the traditional home financing market with its AI-powered...
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Quick Update on RKT and BETR
As often discussed, I believe that a main theme of 2026 will be the unravelling of the Debasement Trade. Cash and government bonds would...
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SPAC Talk: ETFs—The Alternative Way To Play SPACs
KEY HIGHLIGHTS SPACs on a slow March. Following a dismal February, the momentum in SPAC IPO pricings in March has not improved, based on the first...
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Aquila Acquisition: The De-SPACed Arb
The gross spread to the redemption price is 4.8%. I'd be redeeming. Shares are beyond illiquid. Unless shares were to dip here, on some volume,...
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Short Idea: AURC-US (Better Mortgage)
*By continuing to read this article you agree to the disclaimer at the bottom of this page. This is not financial or investment advice. Do your own...
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