Macro Economy
Why non-transitory recession is coming and how to face it as an investor
Recessions are like forest fires – small ones are healthy for the forest. However, the longer you suppress fire, the more dead material the forest accumulates. Eventually, when it does pay a visit, it is more devastating and its effects are more long-lasting.The recession that is coming could be a big fire.
Are housing prices about to drop? A value investor’s take
Inflation is on the rise in the US. So are the interest rates. So what about the housing market? Are we going to see housing prices decline? Read below to find out.
Random Thoughts on the Russian War in Ukraine (Hint: It’s Not Going Well for Russia)
The following is a loose collection of random thoughts and observations on the Russian invasion of Ukraine. Rather than a coherent article, I offer some insights that have emerged as the war has dragged on.
