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David Hanick
David Hanick

Risk by any other name is still risk! “Investors” have simply transferred their “risk focus or appetite” from companies, to industries, to markets. Why do all the heavy lifting on one company or industry when indexes are available? Why? Because the devil is in the details. One need look no further than the recent housing bubble. What looked like a good thing from 50,000 feet turned to shit when started looking at real value of the “underlying assets.” Can another bubble be in the works?


David: I am a huge believer in bubbles. If you examine the economic data, between bubbles the US economy grew at a snail’s pace; CAGR hides this. Bubbles provided the juice. Lots of people made money in the housing, technology, real estate and financial bubbles.
Okay some of the oversized profits were given back, but isn’t that better than a no growth scenario?
RE risk, someone’s risk is another person’s reward.