Sorry friends I have to close the blog for now due to personal circumstances. Maybe one day in the future it will pop up again. It has been fun reading the tea-leaves of RE, and then some, for the last few years.
Wish you all health and success whichever side of the fence you are on.
CapEx: Still waiting for Godot - In a recent post, I wrote that the US economy is mid-cycle and we need to see signs of capital expenditure acceleration for stock prices to meaningfully ad...
9 hours ago