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Author Archives: Danielle Park
Negative carry properties increase downside risks
Even when we don’t owe a mortgage, personal use real estate is negative-carry–we spend money to maintain it rather than it paying us. As an investment property, real estate is supposed to generate enough cash flow to carry itself. If … Continue reading
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Contagion: rising rates, falling stocks, home prices and the economy
Interest rates have risen sharply, and financial and housing markets are under pressure. With households holding a record amount of their net worth in highly-levered assets, this cycle’s contagion risks are higher than average. It’s another good time to read … Continue reading
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Worst annual start on record- are stocks and bonds going to diverge?
As we await the next rate hike from the US Fed, some big picture is worth considering. As shown below, courtesy of Charlie Bilello, year to date has been the most negative start for stocks (S&P 500) and bonds (aggregate … Continue reading
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