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@jbekoe I would argue that because the owners equivalent rent calculation for housing values ignores the affect of rising mortgage rates, the official statistics don't reflect how the affordability of housing has deteriorated at a rapid rate despite the sticker prices of homes plateauing...

@imnotjokingwellnotmostly I don’t think having a similar market share of a smaller overall market (due to supply issues) really helps the value of Ford. If the cost to buy/finance increases people will just hold on to existing cars longer. I would also add that if fuel prices stay high, Ford...

@gaelsbee TBH, I am not totally surprised that Ford is at 4 and GM is under 7 and to me it is more indicative of risks to profitability rather than some screaming value. The traditional autos are having delivery problems and higher interest rates have the potential to be very damaging. The 0%...

@hope321 If the funds are bad enough to contemplate this, OP should remind their employer that they have a fiduciary duty to make sure fees are reasonable for the plan size.

@resjudicata The war stuff is highly speculative, and I don't see how it could be considered base case. The general political environment in the US is not very pro-immigrant right now (to our discredit IMO). For innovation, I actually agree with that generally, but once you hit 20%+ turnover...

@resjudicata I don’t think you avoid a recession just because people are motivated somehow by inflation. That wasn’t the way the 1970s worked either. I also don’t think that a comparison to the 1915 World War I economy makes sense here. Even if you are talking more 1920 (the flu pandemic was...

@lalagata This is not the environment to use nominal numbers for anything. At work, we are starting to compare unit volume side by side with $ change way more closely than we used to because the numbers have gotten too noisy.

@lalagata Personal take: The crazy churn in employment has decreased overall efficiency and is now taking a toll on output. I suppose that is a weird type of under utilization itself. I can see both sides of the "is it a recession argument". IMO, its most likely the beginning of a...