> Don't look to VCs for economic perspective. They don't have it. All they know how to do is raise funds and collect a carry. Don't look to political hacks like

> Don't look to VCs for economic perspective. They don't have it. All they know how to do is raise funds and collect a carry. Don't look to political hacks like "A housing bubble would be good for the economy" Paul Krugman, or any politicians.... look to actual economists. Agreed. I really like what's happening over at Calculated Risk (http://www.calculatedriskblog.com/ http://www.calculatedriskblog.com/). Bill seems to do a good job at taking macroeconomic information and distilling it into something understandable. The Fed has not shown any real interest in wanting to hurt this delicate (and booming) economy with an end to QE or by raising rates. But most analysts seem to point to Oct 2015 to mid 2016 as the point when rates will rise. But we also said that about early 2015 last year, so who knows what will happen, until it actually happens!