Some questions and answers on SVB, confidence in the system, whose to blame and more.
Macro/Econ
Bank Runs, Now & Then
Silicon Valley Bank vs. the Panic of 1907.
Why Aren’t Housing Prices Crashing?
What’s taking so long for housing prices to fall?
Trade-Offs in The Economy, Markets & Life
Three thoughts on the trade-offs involved in the economy, markets and life: 1. There is no such thing as a perfect economy. This was the general environment for the 2010s: Low GDP growth Low inflation Stagnating wages A slow labor market High(ish) unemployment rate 0% interest rates A booming stock market This is the post-pandemic…
Should You Protect Your Portfolio Against a Possible U.S. Debt Default?
Does the debt ceiling stuff really matter?
5 Numbers That Will Tell Us How the U.S. Economy Does This Year
The 5 things that matter most to the U.S. economy this year.
What If We Don’t Get a Recession This Year?
What happens if we get a soft landing?
Some Stuff That (Probably) Won’t Happen in 2023
Predicting what will happen in the future is hard. What about the stuff that won’t happen?
What Kind of Landing Are We Going to Get in the Economy?
What’s the most likely outcome for the economy from here?
How Long Will It Take Inflation to Hit the Fed’s 2% Target?
A historical look at the inflation rate.