Archive - The Memo

Friday EFFing Memo

Oats and Beans and Barley Grow

Aug 16 •

Friday EFFing Memo

Memo RE of Earnings

Aug 9 •

July 2025

The EFFing Memo

EFFrankenstein's Monster.

Jul 28 •

US Homebuilding Situation

Turns Negative to End Q2

Jul 25 •

Friday EFFing Memo

Second Half: LFGO Time

Jul 19 •

June 2025

Friday EFFing Memo

EOQ2-ATH-ATM-ID10T-ID4

Jun 28 •

US Homebuilding Situation

Jun 26 •

Jun 24 •

Memorandum of Debt

An Unwholesome EFFing Memo: Whole Loans

Jun 17 •

Friday EFFing Memo

The Duality of Man

Jun 7 •

May 2025

Friday EFFing Memo

Friday Night Lights

May 31 •

US Homebuilding Situation

May 27 •

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