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Latest — Sep 23, 2022

How the EU economy is circling the drain

Inflation and other factors have been on everyone’s mind for the past 6 months here. The price of everything has increased but disproportionately in the energy sector. The story in the EU, however, is far worse and about to get more acutely painful as the weather turns cold in

More issues

Stagflation: Everyone's Favorite Portmanteau

It turns out that if you have a raging inferno, using gasoline to extinguish it is not necessarily the best way to put it out. Why would that be? Well, and bear with me here I’m no scientician, gasoline is combustible. So then why would the Congress pass an

Why is Carvana falling apart?

Carvana (ticker: CVNA) was once a pandemic darling. Carvana was built around the idea of simplifying the car buying process to “buy online, pick up in store”. The idea has a lot of appeal: buying a car is like tar and feathering yourself repeatedly and paying for the privilege to

Why are the Wealthy Taking out More Loans?

If you haven’t been living in a bunker growing your own crops and killing wild deer for food you have probably noticed that the prices of many things have gone up in the last 18 months. You may have also noticed that the prices of some things have gone

A Different Kind of Recession?

The definition of a recession is two consecutive quarters with negative GDP growth. The consequence of negative growth. Negative GDP growth is the consequence of numerous factors - decreased demand, increasing costs, etc. Generally, the consequence of the negative growth is unemployment. As shown in Figure 2, you can see

Rising interest rates and the tide rolls out

The past 14 years have seen an unprecedented level of low interest rates and public spending. And in that time, the economy has grown and absorbed the free money with limited impact to inflation The era of free money is coming to a close however. The Fed has stated that

Inflation, it's not just for balloons

The COVID pandemic has impacted the global economy in many ways. Supply chain shortages, stimulus packages, already low interest rates, and unprecedented government spending have led to an economy that overheated. Inflation is the natural end result of these changes. For many investors under the age of 40, inflation has

On Value and a Great Business

Value investing consists of a simple premise: the purchase of an asset at a price that is significantly discounted from its value. At some point in the future, the value and price discrepancy will shrink (hopefully with the price rising and the value not) and the investor can sell the