Corrected August PCE 1.6%. Springtime in New York. Things That are Not a Thing
If Fed Chairman Powell had competed in the 100-yard dash in last month’s Paris Olympics, we would st...
In Which: Dr. John explains why it took a year to run his first regression and learned that you don’...
Global School Management (GSM) set to launch a super-premium British international school on Qetaifa...
Corrected April inflation – CPI 1.9%, Core CPI 2.2%–is already at the Fed’s target. Next week’s PCE ...
In Which: Dr. John Tells You to Ignore the stagflation hysteria. Last week’s inflation reports were ...
In which Dr. John advises you to skip FOMC meetings but show up for earnings calls, suggests that as...
Chapter 1: In Which Dr. John Tries to Save the World by Trading Corn for Nukes and Fails—Again.
Summary: The headlines blasting the “hot” December CPI report were badly mistaken. After removing th...
JV secures $95M construction financing from Bank OZK for luxury 23-story residential tower set to op...
Summary: A string of October inflation reports confirms that inflation has come down much faster tha...
Global School Management (GSM) announces the acquisition of Crown Private School in Ajman, UAE Acqui...
Summary: Today, I had the opportunity to talk with CNBC Fast Money anchor Melissa Lee about what we ...
Summary: The headlines are dominated by geopolitical crises and human tragedy—Russia/Ukraine, Israel...
Safanad announces expansion with three new Senior Partners: Saleh Romeih, Faisal Rehman, and Christo...
Development will include 30% affordable units and 23,000-s.f. Lidl supermarket
NOTE TO READERS: Stock and bond markets were spooked by the August CPI report (+0.6% for August, +3....
Warning, this article may only be interesting to serious geeks. If you are not a geek, the DELETE bu...
Yesterday, I posted a piece about inflation expectations and Treasury yields. I ended with a warning...
Note: When I wrote this explanation of budget deficits and interest rates in 2007 as a chapter of my...
Summary: Yesterday, I posted a piece arguing the Fed rate hike was a mistake and inflation and rates...
Summary: The Fed raised rates again for the 11th time in the past 16 months—I believe for the last t...
Summary: I believe the key to managing financial crises is to understand the how systems behave when...
Summary: I spoke with CNBC Fast Money anchor Melissa Lee today about what Treasury Secretary Janet Y...
Summary: You can’t blame pandemic-fatigued investors for being scared when we learned there was a co...
Summary: Forget Powell’s tough talk at last week’s FOMC press conference. Interest rates are heading...
Summary: I spoke with anchors Tyler Mathison and Kelly Evans along with CFR’s David Sacks to evaluat...
Summary: Misled by bad inflation data, the Fed raised rates too high, too fast, and drove the bankin...
Summary: Fed mistakes have brought the economy to edge of a credit crisis. Investors should be playi...
Warning: If you came here looking for a complete, logical explanation for the state of the global ec...
Summary: Late last year (the day before yesterday) I spoke with Brian Sullivan and AEI’s Derek Sciss...
Summary: On Monday, I spoke with Brian Sullivan, my friend of many years and Anchor of CNBC’s The Ex...
Global education leader announces significant new investment at the Future Investment Initiative (FI...
February 8, 2022 – Safanad is proud to announce that one of its wholly owned portfolio companies, El...
Summary (January 9, 2022): Now that the Fed has shown that it can at least talk tough, the speculati...
Summary: In this second video, I explain the mechanism through which inflation is transmitted to sto...
Summary: Last week, Chairman Powell announced the Fed will begin to “taper” its bond purchases by $1...
April 28, 2021 – Welltower’s £570 million unitranche debt facility and an accompanying equity inject...
Summary: I was happy to see that the Tangible Assets piece I posted several days ago was viewed by a...
Summary: Wall Street has discovered real assets again. Maybe someday economics will too.
Summary: We know a lot more today than we did three months ago. We know the occupants of the White H...
Summary: Driving in a heavy fog is difficult, frightening and exhausting, as every investor knows to...
Summary: In my previous articles, I have stressed that sudden, violent, temporary events like earthq...
Summary: I posted these charts several months ago with a promise that I would write more to explain ...
Summary: Ricardo didn’t write what most economists think he did. Warning! This post is going to be p...
Summary: I am closing this article on Sunday night 3/15. By the time you read it I expect that marke...
November 16, 2020 – Safanad, the global principal investment firm, today announced an exciting partn...
October 14, 2019 – On Friday, the White House announced what they called “Phase One” of a trade deal...
August 8, 2019 – This week I spoke to 300 venture capital investors at Bloomberg’s Venture Future co...
August 5, 2019 – Safanad and Formation Capital announce the sale of the parent company of RHA Health...
January 14, 2019 – Safanad, the global principal investment firm, today announced the expansion of i...
January 30, 2018 — Safanad, the global principal investment firm, and Vie Holdings, a US-based real ...
August 25, 2017 — Safanad announced today that it has increased its investment in HC-One, a leading ...
January 19, 2017 – Safanad is pleased to announce it has acquired its second data center operation i...
January 10, 2017 — HC-One has today 10th January announced the acquisition of Helen McArdle Care wit...
Safanad Establishes Suburban Office Investment Platform Through Landmark USD 1.3 Billion Transaction
October 6, 2016 — Safanad, in strategic partnership with Workspace Property Trust, a real estate inv...
August 3, 2016 — Safanad is pleased to announce that an affiliate has made an investment in CentralC...
September 1, 2015 – Safanad and Aspen Heights, a developer and operator of off campus student housin...
February 8, 2015 – The owners of Meridian Healthcare Group have chosen HC-One for the sale of its 30...
June 13, 2014 – Safanad and Ron Packard, K12 Inc. founder and former CEO, today announced the launch...
March 17, 2014 – Safanad and Formation, a private investment firm focused on post acute services, se...