by Calculated Risk on 10/27/2017 03:55:00 PM

Here are five questions that people ask me all the time.

1. Are house prices in a bubble? Short answer: No.

2. Is a recession imminent (within the next 12 months)? No.

3. Is the stock market a bubble? I rarely comment on the stock market directly ...

4. Can investors use macro analysis? Yes, but not frequently.

5. Will Mr. Trump have a negative impact on the economy? Maybe.

I'll post some thoughts on each of these topics over the next couple of weeks.