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The housing market faces demographic headwind, with population slowing dramatically for several reasons; which has resulted in diminished demand for housing.
The S&P 500 could hit 10,000 by the mid-2030s
In this year’s Holiday Eye on the Market, Michael records a note to his spouse on her father, the 2020 US Presidential election, and what might be the widest ideological divide in 100 years.
Market downturn, bear market
Michael takes a close look at the question of rising committed and unspent capital in private equity, and implications for investors.
Investors are concerned about the deterioration of corporate debt quality, marked by lower credit ratings and a large share of covenant-lite issuance in the loan market.
Michael discusses how short covering, rather than real money, has driven the fastest recovery on record following a bear market, and looks ahead at slowing earnings growth.