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Cory’s Chart Corner
Load MoreHeadline chasing algos need to do deeper dives...
h/t @hussmanjp
y'all realize the UK is only about 3% of U.S. trade, the U.S. already runs a surplus there, and the 10% U.S. tariffs will stay, right?
keep in mind that studies indicate U.S. consumers shoulder the majority of tariff incidence, with minor incidence to foreign countries
Monthly Archives: February 2024
Unaffordable homes are dead weight
Thirteen years of ultra-easy money (2009-2022) drove an epic malinvestment of resources on a global scale. Now, we are grappling with the weight of those choices. From here, there’s a lot of room to make wiser investments that will increase … Continue reading
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Offices empty, building owners and lenders reeling
Hybrid work has put office building owners in a bind and could pose a risk to banks. Landlords are now confronting the fact that some of their office buildings have become obsolete, if not worthless. Here is a direct video … Continue reading
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Real estate leading economic stall
Some illuminating facts on the ground in this segment. Starwood Capital Group CEO Barry Sternlicht says regional banks have a “giant skeleton in the closet” when it comes to real estate loans. Speaking on Bloomberg Television, Sternlicht also discusses the … Continue reading
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