Bubbles

  • 15 May
    Are We In Another Real Estate Bubble?

    Are We In Another Real Estate Bubble?

    • The data resembles 2007, but there are other factors to think about.

    Introduction

    Recently, I was listening to an interview with Robert Shiller where he was explaining how they predicted the 2000s housing bubble. This got me thinking so I went to dig deeper and found the following chart.




    More →

  • 30 Apr
    Is This The Perfect Portfolio?

    Is This The Perfect Portfolio?

    • We’ll discuss how Robert Shiller predicted the stock market bubble in the 1990s and how it resembles the current situation.
    • We’ll also discuss the perfect portfolio.



    Introduction

    I recently listened to an interview with Nobel Prize winner Robert J. Shiller on the topic of finding the perfect portfolio. It’s a very interesting subject, so I’ll summarize the interview and discuss the key concepts.

    Before we dig deeper, let me first describe a few interesting interview intros. Shiller didn’t get the Nobel Prize for nothing as he correctly identified that stocks were in a bubble in the 1990s, and that real estate was in a bubble in the 2000s. More →

  • 24 Oct
    Moral Hazard Is At An All-Time High – Here’s What You Can Do About It

    Moral Hazard Is At An All-Time High – Here’s What You Can Do About It

    • It’s funny how moral hazards have been discussed less and less since 2008, but it looks like they are at their highest since then.
    • We’ll discuss a few examples of current moral hazard issues and how to position yourself in relation to such situations.



    Introduction

    In today’s article, I’ll discuss how moral hazard is growing but nobody seems to care which is usually the way things are as nobody cares while things are good.

    I’ll conclude today’s article with a way to take advantage of moral hazard. More →