Economy

For as long as equipment finance has existed as an industry, transportation has been its metronome. The freight cycle ran with almost mechanical regularity: capacity...

Agricultural equipment finance runs on an old and comfortable syllogism. The operation sits on land; the land is valuable and appreciating; therefore the operation is...

On February 20, 2026, the Supreme Court struck down the tariff regime that President Trump had built using the International Emergency Economic Powers Act. The...

MONITOR SUITE  |  SPECIAL TARIFF EDITION Executive Summary The Supreme Court’s invalidation of the IEEPA tariffs did not simplify portfolio risk management—it bifurcated it. Equipment...

MONITOR SUITE  |  SPECIAL TARIFF EDITION Executive Summary The Supreme Court’s February 20 ruling in Learning Resources, Inc. v. Trump struck down the IEEPA tariffs...

MONITOR SUITE  |  SPECIAL TARIFF EDITION Executive Summary The SCOTUS ruling on IEEPA tariffs created a massive demand for clarity across the middle market. Business...

EXECUTIVE SUMMARY Recent allegations by investor Michael Burry have reignited fundamental questions about how technology assets are valued in an era of rapid obsolescence. Burry...

For years, the automation story in equipment finance was framed mostly around cost savings. Today, the narrative is different. In sector after sector, the driver...

The Modern Gold Rush: Understanding the Picks and Shovels Strategy During the California Gold Rush of the 1850s, while thousands of prospectors went bust searching...

Understanding the Disconnect: Why Fed Cuts Don't Equal Lower Rates The traditional narrative is simple: the Fed cuts rates, borrowing costs fall, and equipment financing...