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60 minutes did a piece on China and they interviewed some folks who indicate China looks like growth will slow from 9-10% annual, down to 3-4%....
See if this tickles your funnybone. Evergeande New Energy Auto has gone out of business. They calculate they lost $17M USD per car sold.
We went to a birthday party a few days ago with about 40 people from mainland China (all except us) and they paint a wild picture. Houses not...
I have no more detail but, for context, have you ever spoken with a 70 year old Chinese man?
I've been following a few network security related companies for many years. It may be the only micro segment in which merit is directly tied to...
I have an opinion on redistributing globalization vs reshoring. It appears to me that both are happening, although reshoring is just barely...
What is this Dow you speak of?
The China Observer indicates Evergrande left 1.5M properties unfinished when it declared bankruptcy. A few projects were transferred to local...
This is probably difficult for non RE investors to understand. Interest rates matter but only the inflection, not the magnitude. Interest rates...
Inflation is the reason RE with it's extreme leverage works. Remember, leverage works the other way to provide extreme hurt during deflation....
Considering how many labs are working on covid-19 variants, including increase of function, Pfizer seems like a good bet. It didn't help all that...
I volunteered for that talk. I wasn't on the list so I got myself on the list. I was going to leave anyway, even without the talk. And, it...
We're more green than two year old mayonnaise.
Can someone help me understand Stellantis decision to adopt the NACS plug but not join the SuperCharger network? Are they building out their own...
I shouldn't. A life long buddy of mine is an extremely successful businessman. Far, far outstripping my own success. He is an older man, by...
Meanwhile, in international politics, Venezuela is planning to invade Guyana. It's always the same assholes.
Trading is a gateway drug. Before the month is out, W will be doing 8 balls and running rails off the asses of hookers.
REIT dynamics As an RE investor, REIT dynamics seem completely whacked to me. Insane. Moronic. Zero sense. I've long thought standard REIT...
When is gambling not gambling? We own a corporate leasing company. It has been trading just below 5 bucks for the last year. I've been thinking...
Ford just had an earnings beat. I dare say their truck and commercial vehicles are carrying the company nicely. Electrification isn't important...
