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Eventually, there will be chaos in late 2025. The blame game will start, and 10 year bonds across developed nations will continue sinking around the world. It’s really the simple economics equations that work best. Will $3T of mostly shorter…
Read Morefly by once in a quarter, but there will be zero to negative equity gain, and you’ll feel uncomfortable buying at the extreme top even though it’s a 10. If we have a major crisis, is a Midwest 10% cap…
Read More“I… am now quite certain that the crimes of this guilty land will never be purged away – but with [meanness].” I’m not worried about the election winner. Trump will win. I am worried about a potential mental degradation… of…
Read MoreAt this time in 2020 President Biden was polling 6 points ahead in Pennsylvania, 9 points ahead in Michigan and 8 points ahead in Wisconsin. And Ohio was tied. Respectively, at this point in time in 2016, Secretary Clinton was…
Read MoreHowever, I am beginning to see a little pushback towards higher rents. Tenants are getting somewhat pickier in their demands. I’m glad I keep them a little lower. It helps the Tenant a little, and I am okay with that,…
Read MoreI’ve lived on the border of Illinois and Wisconsin and have seen the effects of each state’s policies on my businesses. Good luck getting your furnace guy to install a new water heater while he’s there in certain parts of…
Read MoreOnce the election is over, and power is peacefully transferred, I think there will be a psychological relief bounce over some sort of CERTAINTY. Rental demand is still strong in my area. If Tenants move out, Landlords are indifferent and…
Read MoreA healthy long-term economy needs some thinning of the forest for strong trees to grow. If we are doomed to recession this year, where are all the layoffs? Are business owners that run good businesses supposed to start calling in…
Read MoreThe yield curve was basically infallible as well, so declaring we are headed imminently towards recession could be wrong. While a bit lonely today, I shall stay in the higher for longer camp. For example, on July 5, 2022, when…
Read MoreSo the stock market is just off its historic high around 5,500 on the S&P. Unemployment at 4.3% is hovering well below its long term average of 5.7%. GDP growth is doing well at 2.8% YoY. We’ve had a 15…
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