The opposite of stimulus

Here’s an ETF of European bank stocks versus their US counterparts in the negative interest rate era. Both suck. But one sucks so much more. That’s because in the United States, we never went full ___ and did the negative rates thing. In Europe, they can’t stop themselves from doing it. It’s bizarre, because it…

The Suburban Housing Boom is Just Getting Started

Are you a buyer? The sooner the better. Are you a seller? Ask high, and take your time. Because the boom in suburban real estate was going to happen, beginning this year, pandemic or not. And it could have legs for years. That’s according to my special guest, Logan Mohtashami, who joins me for the…

SPACs are still bulls***

I almost slipped and bought into the SPAC Renaissance. Almost. Draftkings looks legit. But Draftkings could have been a true IPO. The SPAC wrapper was beside the point. Chamath and Ackman will probably do something legit, those guys usually find a way to win. Maybe a few others. The rest are / will be garbage….