Judging by the volume of commentary from a parade of pundits on every major financial news outlet … .. you’d think stocks are the undisputed champ for wealth building. Meanwhile, real assets … things like real estate and gold … are largely ignored as boring relics for the unsophisticated and fearful. Then a pesky thing …
The BEST performing asset classes of the last 20 years … Read More »
There’s a lot of doom, gloom, and uncertainty out there. MANY of the super-smart people we hang out with are preparing for a really ROCKY road ahead. Of course, we’re big fans of being prepared. As we often say … “Better to be prepared and not have a crisis, than to have a crisis and not …
What a difference a week makes! Last time we commented on the big news about the world’s most famous real estate guy potentially using the tax laws to reduce his federal income taxes to virtually zero. Since then, as you probably know, the news has been dominated by President Trump’s illness, hospitalization, treatment, and return to the White House. …
We’re proudly filing this under the category of “We told you so.” …. Stripe workers who relocate get $20,000 bonus and a pay cut – Bloomberg, 9/15/20 “Stripe Inc. plans to make a one-time payment of $20,000 to employees who opt to move out of San Francisco, New York or Seattle, but also cut their base …
Lockdowns, restrictions, eviction moratoriums, civil unrest, election hysteria. Fun times. It’s enough to make a real estate investor order one bourbon, one scotch, and one beer … assuming you could find an open bar. But before you reach for the Valium and TV remote, remember … “Never make a permanent decision based on a temporary …
Mega-billionaire investor Warren Buffett made big news recently when he made a move into gold mining shares … while dumping big banks and Goldman Sachs. This surprise move is notable for several reasons and there are important lessons and actionable insights for Main Street real estate investors. While we could dive into how this move is being construed by some as a vote of …
Six valuable lessons from Warren Buffett’s shocking move … Read More »
The mother of all private equity firms just issued a warning … Blackstone Group Warns of the Mother of All Bubbles Investopedia via Yahoo Finance – 11/11/19 According to the article, Blackstone’s “… biggest concern is negative yields on sovereign debt worth $13 trillion …”. Remember, the 2008 financial crisis was detonated in bond markets … and the bomb …
In this week’s perusal of the news, this headline caught our attention … Bank of America declares the “end of the 60/40” standard portfolio Market Watch 10/15/19 We know it SEEMS like a pretty benign article … irrelevant to real estate investors. But au contraire mon frère … There’s actually quite a bit of useful intelligence packed …
Bank of America just made the case for real estate … Read More »
In a complex financial eco-system, there are MANY components, dependencies, and inter-dependencies … … any of which can be the catalyst for a seismic economic earthquake. The flip side and basis of real estate’s stability is real estate’s relative lack of liquidity as compared to publicly traded securities. After all, you can’t hit a buy or …
When you’re an investor … the state of the financial system is always on your mind. The Fed shocked the world when it pushed an emergency infusion of cash into a distressed financial system. In 2008 … it took $85 billion per month to stabilize the U.S. financial system. Today, the Fed is injecting $75 …
Clues in the News — The Fed, the Repo Market, and Real Estate Investing Read More »