Recession and inverse yield


All retirement accounts behave like 1031 exachange until we take out!

Yearly max is 54000 ( or 60000 for ages above 50).


Yield curve is flatter than last year.


The fed keeps talking about inflation, but no one believes them. It’s still very low.


Ideal combo: inflation and low rates.


Opinion: Ed Yardeni: That flawless predictor of recession and a bear market is wrong this time


Trade war is the only thing that can tip US into recession in the near term. And chance of that is quite low.


“this time it is different”