US housing market should cool, due to spiking mortgage rates, but a 2008 type collapse is unlikely. The mortgage market has remained resolutely fixed rate during the current bull market, which underpins our sanguine outlook. Yes, there are signs of excess, but there’s no risk of monthly payment ballooning considering that variable rate funding is […]
Explosion of Crypto Legislation Proposals
There has been an explosion of crypto legislation proposals from US politicians. The bogeyman of late has been sanctions evasion, even though the Treasury Department has repeatedly said that there’s no sign of evasion via crypto. Many of these proposals are unlikely to see the light of day in current form in our polarized political […]
Is the Ukraine invasion a buy trigger?
The question “Is the Ukraine invasion a buy trigger?” does not attempt to make light of the destruction and suffering in Ukrainian. Readers look to The Dispatch for investment observations, not malformed geopolitical ramblings. We shall aim to stick to our knitting even during this unfortunate time. The massive markets reversal on Thursday was a […]