The Landscape
Housing Prices
Inflation Adjusted Housing Occasionally, when I visit my father-in-law I get into “converstations” about the state of the world, as tends to happen when people of two different generations come together. Unlike many people, we … read more Housing Prices
Good Reads
We read a lot. And most of it is related to two particular subjects, trading/finance/economics (we’ll call that one subject), and travel. Both of which seem quite applicable to those at Wanderer Financial. Here’s our … read more Good Reads
When Stocks Get Ahead of Themselves
Valuation Compression Awww, a good old correction. Nice to get that out of the way, so stocks are cheap again, right? Well, ummm. There are two ways stocks can decline. Either the premium paid for … read more When Stocks Get Ahead of Themselves
Inflating Our Way Out
Rate Hikes and Soft Landings The Fed has backed itself into a corner. Whether it be the Greenspan put or the taper tantrum, all eyes are on the fed and it has its hands full. … read more Inflating Our Way Out
Is Now a Good Time to Buy and Hold?
Is it a good idea to buy and hold? Last week, we wrote a piece on the Shiller PE Ratio. In that article, we acknowledged that stocks are expensive by historical measures. We suggested it … read more Is Now a Good Time to Buy and Hold?
The Shiller PE Ratio
What is the Shiller P/E Ratio? When discussing the Shiller P/E ratio we first have to discuss a typical P/E ratio. A normal P/E ratio is simply Price divided by Earnings. This is calculated by … read more The Shiller PE Ratio
Black Gold
Why are gas prices so high? One thing Americans share in common is the love for the open road. Whatever the mode of transportation, Americans love to go places. But, one look at the current … read more Black Gold
Shrinkflation
Abra Cadabra, Shrinkflation! By now we should all know what inflation is. When our government “prints” a bunch of money, you can’t expect prices to remain the same. The price of everything goes up. But … read more Shrinkflation
Nominal vs Real Yield
What is the difference between nominal and real interest? Black= Nominal, Red =Inflation rate, Blue = real yield For the past four decades, inflation has been subdued and there hasn’t been much of a reason … read more Nominal vs Real Yield
The Foxy Fed
Assets, Liabilities, and Personal Finance. US Inflation Rate In polite circles, it often isn’t considered proper to talk about money. In some ways, it’s too bad, because basic knowledge of how money and credit works … read more The Foxy Fed