“Acts OF God” Expectations United Airlines has navigated the Wall Street earnings guidance game quite well since CFO Mike Leskinen took over in 2023. He began including the possibility of exogenous events in setting financial expectations. “We try to set it in a way that the vast majority of the time we will hit it,” […]
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ByTheNumber$ – February 12th, 2026
Housing Affordability The Federal Reserve Bank of Atlanta published their updated housing affordability monitor this week. The “Affordability Gap”, defined as the gap between actual median household income and qualified income, is currently 40%, well above the 30% gap normally required to qualify for a standard home loan. The gap began to widen rapidly beginning […]
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