Tag Archives: recession

Telltale Signs of Recession

Though every recession is unique, all recessions manifest in similar ways in the real economy. By real economy, I mean the on-the-ground economy we observe with our own eyes, as opposed to the abstract statistical model reflected in official declarations of when … Continue reading

Posted in General | Tagged | Leave a comment

A Recession Survival Guide

We know that after 10 years of expansion, a recession is baked in. Trees don’t grow to the moon, etc. We also know that some people will hardly notice the recession while others are devastated. I addressed this in The Recession Will Be … Continue reading

Posted in General | Tagged , , | Leave a comment

Gentrified Urban America Will Be Hit Hard by the Recession

A number of macro dynamics have set up gentrified urban America for a big fall in the coming recession. What does gentrified mean? Gentrified means only the gentry (top 10%) can afford to enjoy the urban amenities as commercial rents and … Continue reading

Posted in General | Tagged , , | Leave a comment

The Recession Will Be Unevenly Distributed

The coming recession will be unevenly distributed, meaning that it will devastate many while leaving others relatively untouched. A few will actually do better in the recession than they did in the so-called “recovery.” I realize many of the concepts floated … Continue reading

Posted in General | Tagged | Leave a comment

Could Stocks Rally Even as Parts of the Economy Are Recessionary?

We contrarians can’t help it: when the herd is bullish, we start looking for a reversal. When the herd turns bearish, we also start looking for a reversal. So now that the herd is skittishly bearish, anticipating a recession, contrarians start … Continue reading

Posted in General | Tagged , , | Leave a comment