Tag Archive for: China

Welp… It Happened – And Interest Rates Skyrocketed As A Result! Can’t Say I Didn’t Warn Everyone

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On April 21st, I wrote this super famous blog that was read by millions…or maybe thousands; okay, maybe hundreds; all right, dozens at least: Quiz: What Is Some Very Good News That Should Terrify Us?Read More

Quiz: What Is Some Very Good News That Should Terrify Us?

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Here’s some irony for you. The implementation of tariffs sent rates through the roof. And the removal of tariffs will send rates through the roof!Read More

Are Deflation And Lower Rates Possible? Interesting Factoids

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The 10 Year Treasury Yield is near 4.7%, and X is lit up with predictions of higher rates to come and the demise of the housing market. Read More

Can Trump Save The Economy? Nahhhhh… (Why I’m Still In the Lower Rate Camp)

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Mr. Trump’s supporters have huge faith in his ability to keep the economy humming – and his policies may in fact help the economy … in the long run. But I don’t think there is anything Mr. Trump can do to stop the economic correction/slowdown freight train coming our way in the short run.Read More

Trump Already Pushes Rates Up – Darn It! 5 Reasons They Could Drop Again

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For those of you who do not like Mr. Trump, I am going to give you another huge reason: his election pushed rates way up! I will explain why and whether they might fall again.Read More

Rates Climb Again; China’s Crashing…But More So

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Rates are up again today! But economist David Rosenberg reminds us in this post on X that long-term rates always go up after large cuts... "Then reality sets and yields melt like a hot knife through butter."Read More

4 Interesting Observations; Rates Drop 2% Since October; China’s Finally Crashing; History of Stock Market Crashes

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Here are some interesting observations to pique your interest today: Rates have dropped 2% since October, China's bond market is crashing, and as always, stock market crashes seem to catch us off guard. Read More

Reasons for Optimism; AI, Tech, Biotech, Ability to Attract Capital, & Government Policy Changes Can Easily Save Us

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This is a somber day for America, given this weekend’s events and our political strife in general. This only exacerbates the concerns we all have about our significant fiscal and […]Read More

Can Communists and Federal Reserves Control Economies Forever? No. So, Buckle Up!

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Which country has far more debt than the United States? The answer is China, along with many other countries. Everyone focuses on the United States’ massive federal debt levels, but […]Read More

Two Biggest Economic Crises The World Is Facing Involve Real Estate!

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The two biggest risks facing the world today involve real estate. It is ironic because this blog is all about real estate and why I love it so much as an asset class. But, this blog focuses on U.S. RESIDENTIAL real estate; and the two enormous threats that could (and probably will) trigger economic crises are: (1) commercial real estate; and (2) Chinese residential real estate.Read More

Multi-Family Housing Imploding! It’s Worse Than You Think!

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In 2004 and 2005, when mortgage lenders were offering 100% financing for investment properties to inexperienced investors – who did not have to verify ANY income – I and many others in the industry were convinced we’d see a real estate meltdown.Read More

Why I Was So WRONG About Rates; Why It Matters So Much

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If you google “wrongness,” you’ll see a picture of me screaming “Rates will fall by March of ’23!” I am wrong a lot actually and am not afraid to admit it because it makes for great learning and blog fodder. For example, I was wrong about when rates will fall, and I was wrong when I said that the Fed would not raise rates again after its June pause.Read More

Rates Hit New Record Highs; China’s Demise Part II – What To Do?

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The Ten Year Treasury Yield hit its highest level since 2007! Here are some of the reasons: Waiting On The Fed. Bond prices fell and yields/rates rose, as investors are anxiously waiting […]Read More

China’s Collapse Is Here – And It Will Be Brutal!

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Japan’s Still Not Back To 1989! Japan’s primary stock market index (the Nikkei 225) peaked in late 1989 at almost 39,000. 30 years later, the closest the Nikkei has come […]Read More