Serious investment thinking that doesn’t take itself too seriously.
Bezos, Google's AI debacle, and how constraints rather than resources drive innovation. Money was tight. It’s hard to even imagine it this day and age, but it’s true. On Wall Street and in Silicon Valley, money was tight. In the aftermath of the dotcom bubble, money was tight for tech startups...
Last week we looked at historical lessons derived from prior pandemics. Today we will expand into determining the likely economic fallout of covid-19, consider the capital market...
The property market was allowed to continue operating during the second lockdown, which was good news for the 500,000 or so current transactions that are proceeding (albeit...
Many people concerned about the possibility of inflation caused by the debasement of currencies, such as myself, were strongly influenced by the 2009 book by Carmen Reinhart and...
What can real estate expect in 2021? After rain there is sunshine, as a Dutch saying goes. And if you have as much rain as we do, you know what you are talking about. So, can we...
FTSE ST Real Estate Investment Trusts (FTSE ST REIT Index) increased slightly from 822.03 to 828.26 (+0.76%) on the monthly update. Currently the REIT index is currently...
Historically, political party control of the US government has not had much bearing on investment performance of commercial real estate. However, NCREIF data (since its 1978...
Equity investors might need to top up funds by tens of billions in Germany and the UK, thanks to covid. Declines in capital values and more conservative lending in the immediate...
When looking at a chart of the S&P 500, you would think we were entering a depression or nearing the apocalypse. But what are the real impacts of a pandemic like covid-19?...
A physical market cycle analysis of four property types across 54 metropolitan statistical areas (MSAs) for 3Q2020. The V-shaped recovery happened (-32% GDP in Q2 then +33% GDP...