Here are five questions that people ask me all the time.
1. Are house prices in a bubble? Short answer: No.
2. Is a recession imminent (within the next 12 months)? No.
3. Is the stock market a bubble? I rarely comment on the stock market directly …
4. Can investors use macro analysis? Yes, but not frequently.
5. Will Mr. Trump have a negative impact on the economy? Maybe.
I’ll post some thoughts on each of these topics over the next couple of weeks.