Excess Returns  cover image

The Soft Landing is a Myth: Here's What's Really Going on in the Economy | Cullen Roche

Excess Returns

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Market Insights and Speculative Risks

This chapter examines differing viewpoints on the bond and stock markets, underscoring the bond market's misperception of sophistication. It further explores mortgage rates' impact on home ownership and the broader economic landscape, including the role of U.S. monetary policies and geopolitical events. The discussion also critiques the U.S. government's involvement in cryptocurrency, questioning the implications of holding digital assets instead of leveraging them for productive economic growth.

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