When you’re an investor … the state of the financial system is always on your mind. The Fed shocked the world when it pushed an emergency infusion of cash into a distressed financial system. In 2008 … it took $85 billion per month to stabilize the U.S. financial system. Today, the Fed is injecting $75 […]
Clues in the News — The Fed, the Repo Market, and Real Estate Investing Read More »
A brand-new year brings with it both anticipation and apprehension. Both are emotional responses to the unknown. There are MANY things we could discuss in this year’s opening missive … … tariffs, trade wars, a new Congress, the Fed, interest rates, the stock market, the bond market, gold, oil, taxes, Opportunity Zones, and on and
Taking on the New Year … Read More »
The world economic order is under-going massive change right now. We’re literally watching it unfold in the daily news. Yet few investors really understand what’s happening and why … or what they can do to both grow and protect wealth during these historic times. “Those who can’t remember the past are doomed to repeat
The Future of Money and Wealth Read More »
If you’re old enough, you may remember the old Pee Wee Herman movies … where Pee Wee falls off his bike and with brash bravado claims, “I meant to do that!” Well to no one’s surprise, the Fed inched up their “target” Federal funds rates by 25 basis points. So now, instead of just one-quarter of one
The Feds raised rates … now what? Read More »
Trump and Sanders and a Bigger Economic Picture In the recent New Hampshire primary vote, Trump and Sanders brought home big wins. Donald Trump summed it up in his New Hampshire victory speech… “If we had 5 percent unemployment, do you really think we’d have these gatherings?” He could be right. In spite of “glowing” employment reports
What do Trump and Sanders primary wins say to real estate investors? Read More »
While American media is focused on the chances of a Thanksgiving weekend terrorist attack (not to make light of those concerns)…a group of international bureaucrats will be meeting to decide if the world will take a step closer to a Chinese yuan reserve currency. On Monday November 30th, the International Monetary Fund (IMF) votes on whether the yuan (the currency
What Does a Chinese Yuan Reserve Currency Mean for Real Estate Investors? Read More »
Will the Fed raise interest rates? Will gold go up? Will stocks crash? Inquiring minds want to know! And so do real estate investors. So we sit down to chat with three of the smartest guys we know…a Bull, a Bear and a Bug (gold that is). And then we discuss what it all means to
Bulls, Bears and a Broader Perspective from Three Big Brains Read More »
Could the Fed’s decision NOT to raise rates be basically an admission this “recovery” is a farce? If the economy can’t absorb even a token rate increase, it must be FAR from robust. As we’ve discussed, there’s simply not enough income (productivity) to service all the debt. It’s like a sub-prime borrower using a teaser rate to squeeze
The Fed FINALLY admits it… Read More »
Will the Fed Raise Interest Rates? Global stock markets continue to convulse as participants and pundits try to divine whether Janet Yellen will really pull the trigger and raise interest rates. Our bet is no. Or if so, maybe by only a quarter point (25 basis points in bank-speak) just to prove the Fed hasn’t
The Fed’s Plan Revealed… Read More »
Last night seventeen GOP presidential hopefuls showed up for two different debates to discuss “the most important issues” facing the American people. Among them were Donald Trump, Jeb Bush, Carly Fiorina, Rand Paul, Scott Walker, Ben Carson, Marco Rubio, Ted Cruz and a whole gaggle of candidates who hope to face off against the presumptive Democratic
Presidential debates IGNORED this important issue… Read More »