Feeding Frenzy For Industrial Real Estate
Wall Street Journal is reporting that CBRE is buying $4.9 billion of warehouse space from Hillwood. We are happy to see this transaction happy because it reaffirms our investment in…
Some Trucker Pay Up 40 Percent
For anyone who thinks that inflation is going away anytime soon, look no further than a recent article from FreightWaves.com by Todd Maiden that describes how Lawrence Freight is now…
Can Marijuana Bring Back Manufacturing to US?
An interesting study from the University of New Mexico and California Polytechnic University have suggested that embracing Marijuana more fully leads to higher job growth and economic potential. The findings…
South Korean Inflation
In earlier posts, we took a look at global inflation and inflation in Mexico to understand what the inflation dynamic is with the United States largest trading partners. South Korea…
What Caused The Dot Com Crash?
I typed that, “What caused the dot com crash?” into a search engine and a link to Quora came out that had the following image. The Barron’s article discusses how…
The Case For Industrial Logistics Properties Trust (REIT)
Supply chain problems have been plaguing manufacturers since the covid pandemic began and the problems are expected to last well into 2022 and beyond. Many companies are now starting to…
Inflation Forecast Thru The Global Lens
The United States has many trading partners but the top 15 trading partners account for 75% of trade but even more interesting is that Canada, Mexico and China account for…
Basic Economy (Defensive) Stocks
During periods of moderate to high inflation, raking in cash is the way to stay ahead of the inflation curve. What are some of the best defensive stocks? Companies that…
Global Inflation vs National Inflation
We read a whole lot of information from a variety of sources including economic data from governments around the world, journalists and economic bloggers and the debate amongst many seems…
BP reports Q3 earnings
On November 2, 2021, oil giant bp reported earnings which failed to be spectacular in our opinion however the interesting news from the conference call provided some useful insight into…