Housing prices are up a ton over the past 10 years.
Macro/Econ
Demographics vs. Inflation
Will millennials and boomers put a floor under the inflation rate?
Short-Term & Long-Term Inflation Trends
Where does inflation go from here?
There is No Index Fund For the Housing Market
Why Diversification in homeownership is so difficult.
50 Ways the World is Getting Better
The world is getting better (even if you can’t see it on a daily basis).
Is My Money Safe?
Some thoughts on the fear that is now gripping the financial sector.
8 Questions on the Banking Panic of 2023
Some questions and answers on SVB, confidence in the system, whose to blame and more.
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…
