We all have beliefs that guide our investment decisions … even when we don’t put much thought into them. Sometimes we don’t even know what we believe, until we’re sitting in a pile of rubble asking ourselves, “What the heck was I thinking?” So sometimes it’s smart to slow down to go faster … investing […]
Forming a real-world investment thesis … Read More »
Regular readers know we follow the news pretty closely. Well, okay … we’re obsessive compulsive news junkies. But for good reason! The economy and underlying financial system (two VERY different things) form the environment all our money-making ventures exist in. When the financial winds change, alert investors adjust their sails to put the wind at
Housing horror … or hallelujah? Read More »
It’s no secret the United States has been at odds with both China and Russia lately. So what? What does it mean to Main Street entrepreneurs and investors? Maybe nothing. Or maybe a lot more than you think. Just a few months ago, Russia dumped a majority of the Treasury holdings. Three out of the last four months, China has reduced its Treasury holdings.
Is THIS what China and Russia are REALLY doing … Read More »
This past September 15th marked the 10th anniversary of the collapse of the iconic Wall Street investment bank, Lehman Brothers … after 158 years in business. While there were several notable events which heralded the arrival of the greatest financial crisis since the Great Depression of 1929 … … Lehman’s failure can arguably be considered
Nine lessons from Lehman Brothers … Read More »
You’ve probably heard the popular adage, “Get rich in a niche!” But what does that really mean? And how do you do it? The premise is when you work or invest in something with a high barrier to entry, or that few strong players know about, you face less competition and can therefore enjoy better profits. Makes
Finding profits under the radar … Read More »
This press release just hit the wires … Uber Real Estate is Now Disrupting Real Estate with Their Uber Model Okay. That’s interesting. Uber certainly disrupted the taxi business, so anyone interested in real estate should probably pay attention. What’s the angle? Well, according to their press release they’ve come up with the innovative value
Uber announces plan to disrupt real estate … Read More »
Investors and economists often talk about cycles … business cycles, credit cycles, even news and legislative cycles. Cycles are the ebb and flow of causes and effects sloshing around in the economic sea we all swim in. They’re big picture stuff. For nose-to-the-grindstone Main Street real estate investors, cycles are barely interesting, seemingly irrelevant, and
Don’t get lost in the lag … Read More »
Even though there are many interesting economic developments to talk about, we’re going to focus on an oldie, but a goodie … senior housing. National Real Estate Investor just released their latest Seniors Housing Market Study and the headline hints that opportunity in the niche might be … growing old … “High construction levels are tempering some of
This is getting old … and that’s good Read More »
Have you noticed a bit of division in the news … over just about EVERYTHING? As you may know, we obsess on all things economic and how they affect Main Street real estate investors … and try to steer clear of the more divisive topics. But even the financial news is a polarized collection of
The dichotomy economy … Read More »
The Art of the Deal meets the Art of War You’ve probably heard about the escalating trade war between the United States and China. Maybe you think it doesn’t really matter to you … or you aren’t sure how. But it’s a story we’re paying close attention to because we think there’s more to the
Trade war heats up and America’s Achilles heel Read More »