A business plan that depends on leverage
Mortgages on income properties will permanently reset to a higher level
interest rates
The danger of too low inflation
Prior to Covid the neutral interest rate had continued its long decline
The economy and the stock market
We do not have, never have had, and never will have an opinion about where the stock market, interest rates, or business activity will be in a year from now
The relationship between stock prices and interest rates
Any prediction based on models can be overwhelmed by what happens in the real world
What to make of declining bond yields
The investor does not have to be an expert in macro-economic theory.
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