October 18, 2017

SHI: 10/18/17 Rent or Buy, Prices are Steep

  At its essence, economics usually boils down to ‘supply’ and ‘demand.’ If an item’s supply outstrips demand, prices fall.   Sometimes far beyond expectation.  And […]
October 11, 2017

SHI: 10/11/17 Are Asset Values too High?

  Across the globe, stocks, bonds and real estate are all quite pricey from a historical perspective.  But are they too high? The answer, I believe, […]
October 4, 2017

SHI 10/4/17: Their Own Set of Facts

  “Everyone is entitled to his own opinion, but not his own facts” … is a famous quote from the infamous Senator Pat Moynihan.   And spot […]
September 27, 2017

SHI 9/27/17: If You Like Puzzles …

  Let me start with a 9/25/17 quote from the Deputy Managing Director of the IMF:  “What makes this slowdown <in productivity growth> more puzzling is […]