Clues in the News

Commentary on real estate related news to help you read between the lines and find the hidden opportunities.

Gold, the Fed and the Treasury are all saying something …

Gold, the Fed and the Treasury are all saying something …

Some people like watching birds. Others auto racing. When we were young, watching submarine races was pretty popular. Today, we’re die-hard Fed watchers. The Fed is THE giant elephant in the economy we’re all trapped in … and whether the Fed likes us, hates us, or doesn’t know we exist … … if the elephant steps on …

Gold, the Fed and the Treasury are all saying something … Read More »

A theory on what’s REALLY happening … (Part 2 of 2)

Last time, we explored the growling evidence that in spite of a tame Consumer Price Index (CPI), real-world inflation is becoming “a thing.” This is notable because it’s happening at a time when “velocity” … how fast money (or more accurately, “currency”) circulates … is slow due to lockdowns their fall out. In Part 2, …

A theory on what’s REALLY happening … (Part 2 of 2) Read More »

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