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The economy this fall

TL;DR – Things I’m worried/not worried about: Not worried – recession, there’s no sign of one on the horizon Worried – stock market correction, stocks are overvalued, there’s lots of bad news, I sense a correction in the offing Not … Continue reading

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Just Another Manic Monday…

There appear to be two schools of wildly-diverging thought among investors right now, and I’ve been thinking how to bridge the two camps, since I can’t imagine them being both so incredibly wrong given the trillions of dollars on the line … Continue reading

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Contigion: Cheatham County edition

Unfortunately, it looks like the COVID-19 virus plaguing China is here to stay, and my assumption is that it will eventually make its way here to the US.   So I wanted to go over some basic info on the virus. … Continue reading

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Bubble, Bubble, Toil and Trouble…

Two months ago I wrote a blog post about where I thought the economy was heading.   Since then, I’ve learned some things which suggest more pessimistic outcomes.  I wanted to write them down, both for my memory and to inform … Continue reading

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The Next Recession…

I.  Introduction “For now we see in a mirror, darkly; but then face to face: now I know in part; but then shall I know fully” – I Corinthians 13:12 The past year I have spent a lot of time … Continue reading

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