Part 4 | What Happens Next In Housing, Inflation And The Economy
Inflation is likely to be episodic as shocks to markets, such as oil and housing prices, push labor to demands higher wages that starts a wage/inflationary cycle
The Return Of The 70s Stagflation: Low Growth, High Inflation
Will current fed hikes to tame inflation mean stagflation as it did in the 70s?
Part III: Positive Housing Fundamentals Like the 70s
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Part II: No Subprime Meltdown
What happens next?
Part 1: Reemergence of A Wage-Inflationary Cycle
What happens next in housing, inflation, and the economy
Market Overview And Trades
Well, I am sure most of you have had time to digest the year-ahead pieces by Wall Street firms. All these pieces attempt to contextualize the recent slowdown in world economic growth and what that means for growth and asset values in 2024.
Higher For Longer–BOJ Hikes
BOJ Has Not Hiked Rates To Fight Inflation Being At 30-yr Highs Or Yen Depreciation At 30-year Lows
Why I am Still Short US Equities
Well, I am still short US equities, though, by the end of the week, I may be alone in this recommendation. Other analysts recommended shorting equities have been tarred, feathered, and forced to retract their advice in the face of the continued rally in equities. I’ve had a few of my clients questioning my sanity as well. So, why am I still short?
Buy S&P Puts—Equity Rally Overdone
My last piece on buying S&P puts
Update On Performance and Updated Trades
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