Both Directions at Once
The God of Change, Janus, to Whom We All Now Kneel The deity of doorways, edges, and verges, Janus is at once both where we are and where...
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Robert Swigert
- Jan 25
- 2 min
The Winter of Our Discontent
It's going to get a lot colder before we're through What are the markets trying to tell us about where we are in the economic cycle? View...
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Robert Swigert
- Jul 16, 2021
- 3 min
Morning in America, at Least
The United States Reassumes Its Position as the Engine of the World Economy Earlier this week, we discussed our view on inflation rates...
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Robert Swigert
- Jul 13, 2021
- 3 min
Who Wants to Buy My Used Car?
Transitory Price Increases Once Again Drive Headline Numbers Prices for used cars increased by a month-over-month 10.5% in June, crushing...
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Robert Swigert
- Mar 26, 2021
- 4 min
Happy/Solemn Holidays, Good Weekend and Spring Break
Green Shoots goodstead wishes to apologize to its Members for the lack of depth of analysis this week. Our attention was focused on a...
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Robert Swigert
- Mar 19, 2021
- 4 min
The Whites of Their i's
Markets Grapple with Changes in Inflation Expectation, or the Whites of Their i's Fear is a greater evil than the evil itself Inflation...
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Robert Swigert
- Feb 25, 2021
- 5 min
Where We Are in the Current Economic Cycle
The macroeconomic picture in the United States is best understood as a tale of two economies: one is in a deep recession, from which it...
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Robert Swigert
- Oct 21, 2020
- 2 min
The Red Metal
Copper prices rise to highest levels since June 2018 As we've recently written, goodstead believes investors do well to hold portfolios...
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Robert Swigert
- Oct 1, 2020
- 4 min
Safes as Houses
A Modest Disquisition on the Concept of Imputed Rents, or, Why Not to Buy a Home It seems almost an article of faith in the United States...
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Robert Swigert
- Sep 29, 2020
- 2 min
The 60/40 Portfolio and the End of Days
Fires. Flood. Plague. Swamp monsters walking the earth. All the signs are here. We just have to have the courage to see The Truth: the...
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