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AnonGuy's avatar

Jungle members should read “Mastering the Market Cycle” by Howard Marks. It describes how and why different asset classes boom and bust at different phases of the business cycle, and what it looks like when credit windows are opening and closing.

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ReformedTradFi's avatar

Don't forget about the lagging effects of tax assessments and home insurance policy renewals. Ask folks in popular TX zip codes how their tax bill looks this year; or, ask people along the Colorado front range about that increase in home insurance premiums. 3% mortgage? Cool. Doesn't really help when that escrow shortfall comes in...

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