Currently the USA is entering into a second lock-down in major areas and crypto currencies are growing rapidly in value. Easy to say that this means wealth inequality will increase. Meanwhile, high-tech stocks are flying and Tesla bears still exist (half joke). All of this adds up to the same high-level concepts explained earlier this […]
At this time, the USA is a complete mess. Hard to argue against that with the media calling the election for Biden, Trump stating that he won and hundreds of thousands of COVID-19 cases coming in by the week. Meanwhile, large parts of Asia are completely open and have minimal cases (50) or even zero […]
At this point, we have high conviction that we’ll see a wave of defaults/bankruptcies in early 2021. While we realize a lot of bankruptcies have been announced thus far, this does not account for the numerous people & entities that were not allowed to evict tenants. For example, if you had your occupancy rate drop […]
At this point, every single country is trying to print trillions of dollars to solve the economic crisis caused by COVID-19. If we look at the solution from a “fix it now” perspective, it works. If we look at the situation from a long-term impact perspective, it does not. Paying off debt with new debt […]
Many people are concerned about the future as the physical realm is changing more in a year than it has changed in the past decade. People are working from home, commute times have dropped and commercial real estate prices are falling off a cliff. While this is causing a lot of short-term pain, we’d argue […]
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After the COVID-19 outbreak started, many people started asking “what will change in the future”. Instead, it’s usually safer to ask “what isn’t going to change”. That answer results in clear investment opportunities with limited risk. We say limited as no investment is risk free, even a currency in your country. When we think about […]
Not sure what the name of this post should be, but when you really think about it, money is being printed at all times (across the globe) which is removing capitalism. In a normal capitalistic country, failed companies would go bankrupt. These failed companies would then be purchased (the assets) and run by someone else. […]