Best of BS Opinion: Shifting cycle, global macro in 2022/2023, and more
Changes in asset valuations are normal in cyclical terms. But the last few years have seen extreme volatility due to easy central bank policy,...
Changes in asset valuations are normal in cyclical terms. But the last few years have seen extreme volatility due to easy central bank policy,...
sefa ozel/iStock via Getty ImagesThe investment environment has radically shifted to a commodity driven inflationary super cycle. Inflation has not been this severe in 40...
Title reports can be confusing, while at the same time lenders seek to reduce time and friction in the loan origination cycle to remain competitive...
My approach to investing is based on the economic cycle (see below). Our economy goes through different stages of the economic cycle, where different types...