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Monthly Archives: December 2023
‘Twas The Night Before Rate Cuts?
‘Twas the night before interest rate cuts, in markets worldwide, With hopes that central banks would soon turn the tide. The markets expect, with cuts so precise, the Fed cutting a hundred and ten basis points, to slice. In the … Continue reading
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Inflation Over? Think Again…O, O, Ohtani!
Shohei Ohtani’s singular pursuit of history, one man’s quest to rewrite the baseball world’s understanding of what is possible, reached another summit on Saturday when he agreed to the largest contract in the annals of major North American team sports, … Continue reading
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The New Supply-Side Of Housing & Landlord Nation 2.0
We are reposting a piece we wrote back in ancient days about how this housing bubble, or “everything bubble” would be different from the last (also see here). One major factor why the economy is holding up and not responding … Continue reading
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