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Monthly Archives: July 2023
The elevator pitch for capital preservation
The challenge is to explain complex systems in simple enough terms that people can comprehend. I attempt to do this every day in finance. But people can be hard to help. We have to want to learn and remember why … Continue reading
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Those who overlook history
Like today, soft-landing hopes were all the rage in the summer of 2007 too. The US Fed tightened its overnight rate from 1% in May 2004 to 5.25% by June 2006 and then paused there for 15 months. As the … Continue reading
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Real estate speculators start to blink
Nick Gerli, Reventure Consulting Founder and CEO, joins ‘Last Call’ to explain his recent viral tweet claiming AirBnB is seeing declining revenue in several major markets. Here is a direct video link. Also, see Nick’s update on developments in the … Continue reading
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