In January of 2007, we made macro predictions about how to allocate assets for the coming 5 years in “Our Investment Calls for 2012.” Overall, our recommendations were pretty spot on as you can see from the table below.
One glaring area though where we were totally off is with interest rates. Boy, were [...]
Archive for March, 2008
It’s So Much Worse Than You Think
Posted in Bankruptcy, CMBS, Equities, Federal Reserve, Foreclosure, Herd Mentality, Interest Rates, Liquidity, Real Estate, Recession, Subprime, U.S. on March 4, 2008 | Leave a Comment »
March 3, 2008 (Motley Fool) – Right now, things look bad. Every day, the economic news looks worse. Unemployment has been creeping up. The service sector is shrinking for the first time in half a decade. Consumer confidence is declining.
The stock market’s performance of late reflects this news. The S&P 500 is down nearly 9% [...]
