Friday Investment Talk: Housing, Gold, Consumer Loans

Housing prices rose strongly in 2020, most of the growth in non-Urban areas. Furnishings and additions were also unusually strong as more people used their house for an office and school during COVID lockdowns.

Uncertainty around gold’s direction continues, but Bitcoin looks to break out above $60K soon. The US auto manufacturers are suffering from a chip shortage. Disruptive fintech companies are reshaping consumer debt. Private debt offers decent yields in this low interest rate environment.