Category Archives: Interest Rates

Rising interest rates…

Posted on October 28, 2023 by It's a Learning Problem

The shift from forty years of declining interest rates to an era of rising interest rates is just starting to play out. The effects will be dramatic. I can’t overemphasize the impact this will have on investing, the economy, and … Continue reading →

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Thought experiment…

Posted on September 17, 2023 by It's a Learning Problem

What if there are a startling number of people who work in real estate who don’t realize that their industry has been running a giant levered long bond fund for the past 40 years? Not saying that it’s necessarily true, … Continue reading →

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