Perspectives: The Ross Asset Weblog

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How to Invest When You Have Mortgage Debt

By Brendan Ross on Dec 20, 2012

Someday you will sell your home When you move, you will learn what a house is: a highly-leveraged, highly-concentrated bet on the future value of residential real estate. The Real...

Financial Repression – Understanding The Hidden Tax on Assets

By Brendan Ross on Sep 7, 2012

One Step Forward, Three Steps Back Earn 1% on your bonds. Lose 3% to inflation. Ever wonder who gets the extra 2% that you are losing? The government, through a reduction in the cost...

The Future of the US Economy

By Brendan Ross on Jun 18, 2012

Understand the US Economy at the trillion dollar level and you will understand: Why balancing the budget is so difficult Why a glide path to a 2020 balanced budget is probably a...

Investing in P2P Loans

By Brendan Ross on Apr 30, 2012

Most Americans are sitting on too much cash. They want an attractive alternative to stocks and bonds. Rent Your Capital What to do with the cash you're hoarding? Rent it out! You...

European Union Member States Compared

By Brendan Ross on Mar 27, 2012

Terrific set of graphics from the WSJ depicting the differences across the European Union member states. When you click through, choose the Interactive Graphics tab. It's really a...

Link: Roubini Global Economics

By Brendan Ross on Feb 28, 2012

NYU Economics Professor Nouriel Roubini grew famous for correctly calling the 2008 financial crisis, but he is no one trick pony. Investors signing up for a free account on the Roubini...

Zervos: Deleveraging Creates Opportunity

By Brendan Ross on Feb 13, 2012

From David Zervos (via Mauldin) on how deleveraging will create opportunity: "So we are trying to grow this economy with one hand tied behind our back. [Brendan: meaning traditional...

Greece to Become a German Colony?

By Brendan Ross on Jan 31, 2012

That Greece is broke is old news. Broke companies end up in receivership, meaning that a representative of the creditors is put in charge. The company can't cut checks without the...

Communist America vs Capitalist America

By Brendan Ross on Jan 23, 2012

A Tale of Two Americas There are two Americas. One is based on fierce competition, and one is based on father knowing best. Both Americas are large employers, but in only one America...

Link: The Year of the Dragon

By Brendan Ross on Jan 23, 2012

The Year of The Dragon starts today. The Dragon has [sic] "head of an ox or donkey, eyes of a shrimp, horns of a deer, body of a serpent covered with fish scales, and a feet of a phoenix...