Thu, 30 January 2020
A new book put out by a so-called economic and political expert espouses the view that narratives shape reality and perception, which to some extent is true. But listen to Charles Nenner and learn about cycles. Perhaps it's the cycle that shapes the narrative and reality. Right now the narrative is all about the Coronavirus and its impact upon the economy. But perhaps, if it wasn't the virus, it would have been something else. Charles is looking for stock markets to tank, $36 oil, higher dollar and higher treasuries. It may be a little to late for higher Vix, Charles already cashed out. |
Thu, 30 January 2020
Buck Joffrey, doctor turned real estate investing expert is seeing lower rates which means lower capitalization rates and higher real estate prices. Currently the U.S. has the highest interest rates of it's peers. As a defensive maneuver, it's almost a necessity for the Fed to cut rates. But what affect will it have on the rest of the world? For now, money is flowing into the U.S. and that's working great. |
