Follow
____________________________
Monthly Archives: April 2025
Cashing out of America is hard on everyone
Erratic announcements from the Trump administration continue to spook an exodus of capital from asset markets. This morning, the trend intensified following Trump’s latest threats to fire the Federal Reserve Chairman for failing to lower the US overnight rate fast … Continue reading
Posted in Main Page
Comments Off on Cashing out of America is hard on everyone
Leverage magnifies up and then down cycles
Buying assets with high loan-to-value ratios tends to magnify price cycles up and down. Leveraging assets like principal residences to get downpayments for other assets leads to a daisy chain of woe for owners, lenders, and the economy. We’re there, … Continue reading
Posted in Main Page
Comments Off on Leverage magnifies up and then down cycles
Investing in Uncertain Times
Some worthwhile macro observations in this discussion. DoubleLine Deputy CIO Jeffrey Sherman moderates a discussion on April 3, the day after President Donald Trump’s reciprocal tariff announcement, between DoubleLine CEO-CIO Jeffrey Gundlach and Quill Intelligence CEO and Chief Strategist Danielle … Continue reading
Posted in Main Page
Comments Off on Investing in Uncertain Times
;
