Robert SwigertJan 252 minThe Winter of Our DiscontentIt'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...
Robert SwigertJul 16, 20213 minMorning in America, at LeastThe United States Reassumes Its Position as the Engine of the World Economy Earlier this week, we discussed our view on inflation rates...
Robert SwigertJul 13, 20213 minWho 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...
Robert SwigertMar 26, 20214 minHappy/Solemn Holidays, Good Weekend and Spring BreakGreen Shoots goodstead wishes to apologize to its Members for the lack of depth of analysis this week. Our attention was focused on a...
Robert SwigertMar 19, 20214 minThe Whites of Their i'sMarkets Grapple with Changes in Inflation Expectation, or the Whites of Their i's Fear is a greater evil than the evil itself Inflation...
Robert SwigertFeb 25, 20215 minWhere We Are in the Current Economic CycleThe macroeconomic picture in the United States is best understood as a tale of two economies: one is in a deep recession, from which it...
Robert SwigertOct 21, 20202 minThe Red MetalCopper prices rise to highest levels since June 2018 As we've recently written, goodstead believes investors do well to hold portfolios...
Robert SwigertOct 1, 20204 minSafes as HousesA 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...
Robert SwigertSep 29, 20202 minThe 60/40 Portfolio and the End of DaysFires. Flood. Plague. Swamp monsters walking the earth. All the signs are here. We just have to have the courage to see The Truth: the...