Stream of Consciousness Week 15th February 2021

Stream of consciousness and other personal thoughts garnered throughout the week and which will be added to as the week rolls on. These thoughts are unrefined, unquantified, unverified, and raw. Any of these may be either be edited, deleted or otherwise spawn out into its own separate post…

  • Economic warning Flags present: That everyone now think that the only way for house prices to go is up is a big caution flag, compounded by more and more people ‘resigning’ themselves that house prices can only go up. People I feel have maybe become too comfortable with this concept of home prices never correcting. Have now put a brake on any plans to buy another property pending the whole situation becoming clearer. Again, it’s possible we may “miss out”, but the object here is to control risk.
  • In addition to the above observation, Famine and food shortages I still feel poses a high longer term risk and is something that I believe will unseat the global economy should panic sets in. How best to mitigate this, I still don’t yet know. A question also revolves around whether or not food shortages and subsequent inflation of food prices may cause central banks to reign in their money printing programs and cause asset prices (such as houses) to crash in value relative to cash.

Older Stream of Consciousness thoughts can be found here.


Stream of Consciousness Week 15th February 2021

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