How lumber prices help explain investor actions following a crisis.
Macro/Econ
Why This is Not Another Housing Bubble
5 reasons this is not another housing bubble.
Can the Stock Market Crash During an Economic Boom?
Is it riskier to be bullish or bearish in the face of an impending economic boom?
How Could You Be Bearish on the Economy Right Now?
What happens now that we know economic growth is a policy choice?
The Biggest Economic Experiment in History
The fiscal stimulus numbers from the past year or so are staggering.
Shortages Everywhere You Look
The pandemic has led to shortages in housing, Pelotons, lumber, microchips, cars and more,
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.