Nike is a bellwether for the retail industry and general economy generating over 40 billion in annual revenue making it one of the largest athletic retailers in the world. Since 2006 revenue has consistently increased every year. In June, Nike…
Happy summer to everyone, hopefully you are taking some time to get outside with your friends and family to de stress . Last week, I wrote about the general economy not following a V shaped economic pattern, which I still…
The stock market has been pricing in a fast and rapid “V” recovery, yet 106 million people and various businesses like United Airlines are painting a radically different picture. As Alan Greenspan, the former fed chief, famously said: markets can…
We are still funding in cash. Before the Pandemic, the United States economy was on track with the longest running bull market, record low inflation wages increasing, record low unemployment, and historically low mortgage rates. Even with all this good…
Would you bet your life on interest rates? Life insurance companies are making a huge gamble on rates, they are willing to bet their life and yours on the direction of interest rates. Why are life insurance companies suspending new…
I’m doing my part for social distancing! As I’m working from home, I looked out the window and noticed a lone biker weaving while riding down the road. They suddenly came inches away from hitting a parked car. Were they…
Disney World closes, ski resorts shut down, Hawaii quarantines all visitors , and travel comes to a screeching halt. What happens to the “sharing economy” when people stop sharing? What does this mean for Airbnb and companies like WeWork? For…
I always love spring in the Rocky Mountains, to see the pull of the seasons with snow and flowers starting to bloom. Eventually spring always wins 🙂 If you read the news, it sounds like the world is crumbling with…
We are still lending in cash! It is amazing that the federal reserve has flooded the markets with cash enabling banks to borrower at historic rates. Furthermore, banks are considerably healthier today than they were in 2008. Unfortunately, this is…
The Coronavirus pandemic has thrown the economy off a cliff leaving many equity rich property owners with no cash flow. The pandemic has caused many residential and commercial tenants to defer or totally miss payments as the economy shuts down. …
