This week’s diatribe is about off-balance sheet accounting and alternative financing.
I’ve been approached multiple times in the past month or two about investment opportunities funding some activity outside of the normal funding channels (banks or equity financing).
This leads me to wonder how much lending is happening in our economy this way and if it’s under the radar. I don’t like the sound of it.
At the beginning of the year most economists were predicting an inflationary period.
They were wrong.
This week I give suggestions for how to invest in a DEflationary period.
Next week I take the opposite view and say “how should you invest if it’s actually an inflationary period?”. Hilarity ensues of course. Okay, maybe not.
This week I tackle a misconception that I run across every once in a while.
“It’s not a loss unless I sell it”
Sorry, it doesn’t work that way. You’ve lost the money whether you sell it or not, and the question you should ask yourself is “is this the right allocation for this sum of money right now, understanding I can’t change what has already happened?”