Eye On The Market Time Flies: Twenty Years of Eye on the Market
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Jul 9, 2025 Celebrate 20 years of insights with a look back at pivotal economic lessons shaped by major historical events like the subprime crisis. Discover how US equity markets have consistently outperformed Europe and the implications of a yield curve inversion. Tune in for exciting forecasts on energy transitions and future discussions about healthcare stock valuations and AI applications. Reflect on timeless lessons that remain just as relevant today as they were two decades ago!
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Rethinking Housing Crisis Roots
- The US housing crisis origins differ from official narratives. Early 2000s HUD reports revealed key catalysts behind housing price rises.
Equities Lead Economic Recovery
- Equity markets often bottom before other economic indicators improve. This was evident during the Great Depression and the 2009 financial crisis bank stock bottom.
Doomsayers’ Investment Track Record
- Professional doomsayers often get investment results wrong. Long bonds short stocks after their predictions showed consistent poor performance.