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Oct 203 min read
Real Estate Equilibrium
The aftermath of the COVID-19 pandemic on real estate diverged in to two opposite paths: residential real estate demand soared while...
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Oct 203 min read
Real Estate Equilibrium
The aftermath of the COVID-19 pandemic on real estate diverged in to two opposite paths: residential real estate demand soared while...
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Jun 13 min read
No Time to Die
Japan is one of the most-visited countries this year, and I couldn’t pass up the opportunity presented by favorable exchange rates to...
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Mar 33 min read
Over Diversification, Under Valuation
One of the most important decisions you make with any investment is the price you pay. Your decision to invest in a company may also take...
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Dec 30, 20233 min read
Curious Tails
We are at the end of another year. For me, if anything, 2023 reinforced that patience is undeniably a virtue in investing. We saw...
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Oct 15, 20233 min read
The Android Next Door
Happy fall. I hope you had a fantastic summer filled with travel and get-togethers that were missing from our lives since the pandemic. A...
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Jul 3, 20232 min read
Boycotts
Happy summer. This is the anniversary edition of this newsletter, which started July 2022, while we were waiting for the impending...
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Apr 23, 20232 min read
Do-Nothing Strategy for a 200% Return
Those who understand music know that a break, or silence, is as important as the sound. In fact, the melody is more accentuated following...
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Mar 22, 20232 min read
Cars n’ Chips
It is impossible not to talk about the current banking crisis, because the health of the banking sector is one of the most important...
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Feb 12, 20233 min read
The New Energy Sources
The only good thing that may have come out of the war in Ukraine is the acceleration of the energy transition. Renewables — along with...
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Jan 15, 20233 min read
ChatGPT, Your investment adviser
Happy New Year! Whereas 2022 started with an overvalued market, 2023 seems to be just the opposite. This is a departure from the previous...
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Dec 11, 20223 min read
"Haraka haraka haina baraka"
It’s almost the end of a brutal year in investment or, if you look at the bright side of real investment opportunities, probably a good...
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Nov 6, 20222 min read
Loss in Translation
The Labor Department’s Job Openings and Labor Turnover Survey (JOLTS) failed to jolt the job market, and the Fed has announced a fourth...
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Oct 5, 20223 min read
TINA – There is no alternative
One recent article stated that there are no undervalued or overvalued assets, meaning the current market price is the fair value price...
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Sep 5, 20224 min read
When Bad News is Good News
Happy Labor Day. I have finally created a website to better manage this content. Do check it out at www.theinvestment411.com. Your...
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Aug 15, 20224 min read
Riding the Market Wave
I hope all of you are having a great summer. Markets have started to build some positive momentum since the grueling first half of 2022....
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Jul 4, 20223 min read
Finding the Market Bottom
WELCOME First off, thank you to the many of you who constantly pushed me for this newsletter. This actually made me organize all the...
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