A constructive look at the election and recovery: Todd Sullivan. Alternatively, the case to get more defensive: Josh Brown.
ISA typically has no opinion on recession or market direction. Yet ISA notes because the macro environment consists of leverage -a debt bubble- the next recession will be a doozy and will usher in unprecedented printing. Perhaps the best bargains since I was in kindergarten will be available. Distressed Debt Investing:
“A market rising for non-fundamental reasons (i.e., QE and ECB bond repurchases) is always one that demands a healthy dose of skepticism.”
“The next bankruptcy cycle, whether in 2 or 3 or 4 years, is going to be one for the ages. Count on it.”
Yet, the wait could be quite a while. October home prices rise 2.9% as rents soar above 5% at Housing Wire.
Commodity re-balancing: Sober Look. Rick Rule on uranium at Daily Wealth.
Crazy Question “Are We in a Farmland Real Estate Bubble?” at Dollars and Dirt: