Category: The View from Rockhouse   Archives - Rockhouse Capital

CoreLogic reviews the universe of active loans for clues to future refinance activity: Because a refinance isn’t free, a simple rule of thumb is …

How Much is Left to Refinance Read More »

Soros issued a strong warning against UK leaving the European Union: Too many believe that a vote to leave the EU will have no …

Soros Warns Against Brexit Read More »

Robert Shiller looks at real estate over the very long term and finds the returns disappointing: Over the century from 1915 to 2015, though, …

Why Land and Homes Actually Tend to be Disappointing Investments Read More »

Rockhouse Capital captures long term Total Return through consistent monthly cash flows. This strategy should insulate investors if (when?) the current asset bubble deflates. …

Prisoner’s Dilemma for Asset Managers Read More »