Shadow Capital Brief
Search
Login
Sign Up

Welcome to
Shadow Capital Brief

Helping busy professionals turn confusing money news into clear next steps.

We promise each Brief will leave you:

  • A little smarter (with one number you can actually repeat at dinner).

  • A little lighter (because contrarian news shouldn’t feel like homework).

Join early readers and get the Brief every Friday.

Plain English. Contrarian edge. Zero BS.

I consent to receive newsletters via email. Terms of use and Privacy policy.

Housing

+4

Stretching Debt Won’t Fix Housing. But It Might Buy You a Ticket In.

Nov 14, 2025

•

7 min read

Stretching Debt Won’t Fix Housing. But It Might Buy You a Ticket In.

Investors win when they see the pattern early — housing’s freeze isn’t about rates anymore.

Matt Theriault
Matt Theriault

Housing

+3

What Happens When No One Moves, Lends, or Buys?

Nov 7, 2025

•

7 min read

What Happens When No One Moves, Lends, or Buys?

The economy’s moving on paper—but not in real life. Liquidity’s up, deals are dead, and patience is running out.

Matt Theriault
Matt Theriault

Housing

+3

When Safe Havens Crack, What Comes Next?

Oct 31, 2025

•

7 min read

When Safe Havens Crack, What Comes Next?

The quiet squeeze is here: record debt costs, frozen inventory, and “safe” assets wobbling.

Matt Theriault
Matt Theriault

Housing

+3

The Fed’s about to move... without the numbers?

Oct 24, 2025

•

8 min read

The Fed’s about to move... without the numbers?

This week’s real risk: policy by vibes, not numbers.

Matt Theriault
Matt Theriault

Housing

+3

What Gold Just Told Us About Housing.

Oct 17, 2025

•

7 min read

What Gold Just Told Us About Housing.

Gold soars, builders fold, and Powell shrugs. Welcome to the quiet panic phase.

Matt Theriault
Matt Theriault

Housing

+4

Rates Fell. So Why Isn’t Anyone Buying?

Oct 10, 2025

•

8 min read

Rates Fell. So Why Isn’t Anyone Buying?

Mortgage rates drop, refis surge 80%, but home sales still sink. Here’s what that really means.

Matt Theriault
Matt Theriault
Load more

Shadow Capital Brief

You don’t need more noise. You need sharper signals. That’s what we send.

I consent to receive newsletters via email. Terms of use and Privacy policy.

© 2025 Shadow Capital Brief.

Privacy policy

Terms of use

Powered by beehiiv