Investment Thesis 2022
We’ve been busy updating our investment thesis and to make a long story short here are a few key points we’ll jump right into. Inflation will be high for years…
Many Ways To Invest In Real Estate
With inflation totally out of control, a prudent investor will want to invest in assets that will grow in appreciation and in potential income in this scenario. While we wait…
Nibbling At The Market Today
They say a picture is worth a thousand words so what do you think this one states? The S&P closed down 2.95% today and while our PUTS are in the…
US Ban on Russian Oil? US gas at $4/gal? What’s Next?
Savvy investors should always be looking for opportunities in any economic environment good or bad and while the bad news keeps piling up, there are opportunities to be found. First,…
Batten Down The Hatches and Lower Those Sails
Some new data has come in and we don’t like it one bit so it’s time we batten down the hatches, lower the sails and drift in the open sea.…
Retail Sales Up 3.8 Percent in January
Two interesting bits of information this week. CNBC reports that retail sales surged 3.8 percent in January. Consumer spending bounced back sharply in January as rising inflation and a post-holiday…
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…
Is Housing Correction Starting?
Yesterday, the National Association of Realtors released their latest pending home sales data and instead of a forecast 2.2 percent the numbers came in negative 2.2 percent. Our favorite Youtuber…
A Closer Look At Truckers and Driver Shortages
The Atlantic had an excellent article written by Dariusz Matejko as told to Sonya Matejko about what one long term veteran of the trucking industry thinks the problem is with…