March 23, 2022

SHI 3.23.22 – Is Recession Now Inevitable?

“We now see the risk that the U.S. enters a recession during the next year as … 20-35% … by models based on the slope of […]
March 16, 2022

SHI 3.16.22 – It Will be Tough from Here

… said the CNBC commentator earlier this morning, when discussing Russia’s future, assuming they fail to pay $117 million of interest due today on ‘dollar-bonds.’  If […]
March 9, 2022

SHI 3.9.22 – The Problem with Forecasting

The headline reads:  “Miami’s condo bubble is up against a monster.”   Condo bubble?   In Miami?  That’s right.   According to the article, “condos are getting crushed” […]
March 2, 2022

SHI 3.2.22 – Rising Uncertainty … Uncharted Waters

My grandfather was born in Ukraine.   Fortunately for me, his family chose to emigrate to the United States around 1900, making my father a first-generation […]