We’re witnessing a second wave of COVID-19 shut downs. This is something expected over six months ago. Instead of worrying about what is happening now, it’s better to take a look at the positive side of this development. The positive? Everyone learned they were wasting incredible amounts of time. Commuting to work is a waste […]
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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