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Historically, this company has operated within a lower and upper bound of around 10 and 20 or between a $1.75B and $3.5B market cap. Its current price is near the lower bound. The total long term debt is $0. It…

Professor Siegel nailed the Covid inflation calls and has been extremely accurate since. He’s not a annual recession caller, so one must consider as a base case that we will enter into a recession shortly unless the Fed lowers rates…

… but I would like to know if this will hold during the next financial crisis. History suggests that the privatization of gains is usually met with socialization of losses during the crisis.  We all know what happened 17 years…

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…

fly 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…

At 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…

However, 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,…

I’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…

Once 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…

A 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…