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. […]
With the economy practically shut down, we think it’s the best time in history to get ahead. Most people are getting fat and watching television re-runs all day. If that is the decision making tree for the majority, you couldn’t ask for a better set up. Sadly, we’ve found that most people enjoy memorizing random […]