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Daily Archives: January 25, 2017
Economic and asset mean reversion cycle not in Trump’s favor
The below segment does a good job of pointing out that new Presidents inherit their economic cycle, they don’t create it. Trump is coming into power near a cyclical peak while Obama came into the seat near a cyclical low. … Continue reading
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Commercial realty loan defaults booming
Remember how subprime mortgages packaged and sold as safe investments began to implode in 2007 and set off a domino cascade of financial loss around the world? The same actors and actions that were allowed to reload after the 2008 … Continue reading
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