The pandemic has led to shortages in housing, Pelotons, lumber, microchips, cars and more,
Macro/Econ
Never Go Full Weimar
No, you don’t have to worry about a Weimar Germany hyperinflation occurring in the United States.
Deep Risk in the United States of America
The great depression in our politics.
Inflation Truthers
Myth-busting the inflation rate.
The Youths Are Coming For The Housing Market
Why people in their 30s are going to be buying a lot of houses in the coming years.
Does The Price of Oil Even Matter Anymore?
The importance of oil and the energy sector on the markets is waning.
The 7 Things That Matter For Markets Going Forward
7 things I can’t stop thinking about that will impact the future of the markets.
The U.S. Real Estate Market in Charts
The biggest problem in the housing market.
The New Fed Mandate: Full Employment & Asset Bubbles?
As recently as the 1990s, investors were forced to guess what the Federal Reserve was going to do next based on the width of Alan Greenspan’s briefcase.1 Communication from the Fed is still relatively new, maybe two decades old. The 2008 crisis brought the Fed into the information age as Bernanke and company upped their…
The Case For a Post-Covid Spending Boom
American’s are sitting on trillions in excess savings at the moment.