Howard Marks on market’s record highs, potential risks Howard Marks speaks about market’s record highs and doesn’t see a lot of euphoria. However, we are in a Fed-induced bubble due to ultra low rates.
What are the Average Interest Rates for Fixed-Rate Mortgages Since the Great Recession? Keep in mind that mortgage lending is down, because there aren’t enough houses on the market to meet demand and the increase…
Why Buying Stocks At All-Time Highs Has Been Successful Over the Long Term? The S&P 500 hits all-time high. If history help us to predict the future, buying stocks at all-time highs has been successful over…
Visualizing How Americans Spend Their Money The Consumer Expenditure Survey is a Bureau of Labor Statistics (BLS) survey that collects information on the buying habits of U.S. consumers. Image: howmuch.net
Does Berkshire Hathaway Still Have a Market-Beating Advantage Over the Long Run? We can ask ourselves if Berkshire Hathaway does still have a market-beating advantage over the long run, because Warren Buffett expects a very modest…
Can History Help Us Predict the Future of the S&P 500? When the S&P 500 hits all-time high and AAII Investor Sentiment Survey bulls is below 35%, then 88% of the time the S&P 500…
Why Is the Dollar So Strong? There are several reasons for this: – Interest rates differential – Strong American economy and no immediate recession– American geopolitical dominance– Market shadow over Donald Trump’s re-election Image: The…
Ken Fisher: ‘Third year of a president’s term is positive’ “…because political risk aversion falls as you get to increase gridlock which happends in every midterm election.” Billionaire Ken Fisher thinks there is room to…
What Will Cause The Next Recession – Paul Krugman On UBI And More Nobel Prize-winning economist Paul Krugman speaks about the next recession, income inequality vs. growth, wages, universal basic income (UBI), redistribution and geographic…
The S&P 500 Hits All-Time High, After 6 Months Without A Record High. So, What Now? Can history help us to predict the future? Here’s a bullish case: the S&P 500 has been higher 17…
Is the Fed Funds Rate Lower Today than in Previous Business Cycles? Yes! and unfortunately, artificially low interest rates are associated with unnecessary debt, lower productivity and zombie firms in this late-cycle expansion. Image: Blackrock