Posts Tagged ‘ real estate market ’

Math of Subprime Mortgage Default

Mar 24th, 2009 | By | Category: Emerging Markets, Energy, Featured, Housing, Macro Economics
This article tentatively accepts the proposition that the default of sub prime mortgages and the subsequent decline of housing prices have been the cause of critical problems in the banking system and collapse of credit markets world wide. Letís do some housing math.  Last fall there were about one million delinquent ...read more

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Posted in Emerging Markets, Energy, Featured, Housing, Macro Economics | 6 comments


Inflation on Its Way

Oct 23rd, 2008 | By | Category: Economics, Housing
In the spirit of humility, let’s take a moment to examine whether we’re simply wrong about our main investment thesis: that extraordinary measures adopted by central bankers and government officials will result in tremendous inflation, and thus boost commodities and resource shares. The first strike against the theory is the global ...read more

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Posted in Economics, Housing | No Comments »


Is Real Estate a Good Hedge Against Hyperinflation?

Jan 24th, 2008 | By | Category: Macro Economics
AS THE MARKETS CONTINUE BUCKING WILDLY, and the fed slashing rates with more cuts to come, we can expect more volatility with our currency. The U.S. will likely spin into a long era of high inflation. The coming years will look like the 1970s. There is also a good risk ...read more

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Posted in Macro Economics | 25 comments


Relationship Management 101

Jan 29th, 2007 | By | Category: Macro Economics
I received a phone call today from a professor of an esteemed university offering to teach a class on relationship management right here on Whiskey & Gunpowder. I was initially skeptical, and it took a bit of persuasion on his part, but once I heard a synopsis of the lessons, ...read more

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Posted in Macro Economics | No Comments »