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Cory’s Chart Corner
Humans just repeat the same old themes decade after decade. Today there is far more debt to service, thus greater financial impact on spending. Ask Walmart's CEO if he's noticed any change in consumer behavior while the U.S 10 years hits 5%.
Don’t forget in April of 2007 10 year hit 5.3% and by October of 2008 they were 2%.
Monthly Archives: September 2022
Consumer dreams evolving
There’s an old saying: the best days of owning a boat are the day you get it, and the day you sell it. The sentiment is especially true when people borrow to buy recreational items. While usage of the lifestyle … Continue reading
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Lower prices improve affordability and investment prospects
Well before the rate increases this year, many would-be investment properties had rents insufficient to cover expenses, and owners were subsidizing the negative carry in hopes that capital gains would more than repay their costs over time. This helpful calculator … Continue reading
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Grantham on the demise of superbubbles
This segment was recorded in February 2022 and remains highly relevant. GMO co-founder and Chief Investment Strategist Jeremy Grantham says there’s a huge commercial imperative for big firms to play right up to the end of this market ‘superbubble.’ Here … Continue reading
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