Here are some things I think I am thinking about: Is the Housing Market a Bubble (Again)? I’m starting to see a lot of chatter about a housing bubble 2.0. [ … ]
Category: Most Recent Stories
Let’s Talk Some More About Assflation
One of the persistent themes since 2008 is the theory that there has been excessive “asset price inflation”. I’ve talked about this quite a bit before, but it is worth [ … ]
Stocks Don’t “Only Go Up”
It’s become popular during the last year to argue that “stocks only go up”. And yes, it sure feels like that some times. In fact, in the long-term, it’s mostly [ … ]
How Worrisome is the Rise in Interest Rates?
The key to understanding the COVID-19 recession was in understanding that it was an exogenous shock. This made it quite different from your standard recession in the sense that a [ … ]
Why Pump & Dumps Are Dangerous
On Sunday evening, before GameStop had fallen 85% from its peak, I said: My guess is GME will collapse in the coming months or year when this charade passes and [ … ]
Three Things I Think I Think – YOLO Gambling is Reckless
Here are some things I think I am thinking about. Actually, they’re all basically the same thing and they’re all GameStop, of course. But whatever. 1) The Short Sellers Did [ … ]
My View On: Short Selling
The recent craziness in Gamestop has resulted in a lot of hot takes on short selling. I have the hottest takes, of course, so let’s dive into this a bit [ … ]
Three Things I Think I Think – GAMESTONK!
I’d love to talk about the mechanics of Central Banking or index funds, but the only thing that matters in financial markets right now is Gamestop. So…we’re going to talk [ … ]
Three Things I Think I Think – Civil WHAT?
Here are some things I think I am thinking about: 1) There’s Gonna be a Civil WHAT? Here’s an interesting tweet from Ray Dalio: I really like Ray Dalio. His [ … ]