Newsletters

Some Context on Predicting the Future & the Efficacy of Forecasting. At FFG, we tend to live by the saying popularized by Scott Galloway which is paraphrased here: “Predictions are useless but predicting is invaluable”....

The House recently passed the Build Back Better (BBB) Act. It now sits in the Senate and there will likely be some back and forth before they vote on a final version. As such, we are still not clear exactly what changes will be made...

Forming an outlook in this market is challenging as most of our measures for valuing stocks and real estate are based in USD terms. A stable currency value is incredibly important for this purpose....

Years of shortages in new housing starts, 2-5x higher lumber prices, demographic swells, and dovish government policies explain the rapid rise in real estate prices. Millennials are now the largest block of the US population and are ...

Today, the risks in Bitcoin are still real and we appreciate them as we always have. While still a “hot topic” we are passed the Bitcoin hysteria that was 2017 and over ...