Wealth Building Strategies

These 3 Major Companies Are Changing Their Office Plans; What Could This Mean For Investors?

Over the last several months, we’ve seen a variety of companies change their plans, and we’ve written a lot about how the work-from-home movement may change real estate investing, as well as the forecast for office REITs. Many companies are planning for a future that looks a lot different than it did a year ago. Here are three notable examples. Click for complete article.

“Burn It Down” Nihilism Is Harmful Too

These are genuinely fascinating times to be an investor. Markets seem to be going through a generational phase shift, and not necessarily for the best. I see a culture that is leading itself away from prosperity and towards the abyss, and I’m helpless to stop it. My emotions run the gamut watching events unfold, oscillating between indifference and unbridled rage. I can end up in a dark place. “Just burn it all down!” I think at times. It turns out that I’m not alone, though frankly, I wish I were. While my nihilistic outbursts seem justified, they’re just as harmful as the culture I’m repudiating.

In my last article, I postulated how the ideology of postmodernism permeates financial markets. I see it manifesting as heavy-handed regulations, endless interventions, and a neurotic obsession with markets’ continual rise. Here, I will comment on the reaction to this, which I see as nihilism. To be sure, I believe postmodernism’s influence on markets is negative, so I’m sympathetic to this opposing view. However, the perceived antidote may be just as dangerous as the poison…CLICK for complete article

Shoulda Coulda Woulda

  • In April of 1997 Apple was near bankruptcy and shares traded as low as $0.49.
  • On August 2, 2018 it became the first company to be valued at $1 trillion.
  • At $467.55 a share Apple now valued at $2 trillion.

The Investment Sector Defying A Global Pandemic

Amid a global pandemic that has collapsed more than 100,000 businesses and decimated entire sectors, one industry has ballooned to be bigger than Twitter, Facebook, WhatsApp, Instagram and SnapChat combined.

It’s thought to be  10x bigger than the marijuana industry.

Some people think its total legal and illegal spending worldwide is approaching  $2 trillion, and it’s still growing strong in complete defiance of the pandemic.

Welcome to the global sports betting industry, where merger mania is creating crisis-resistant powerhouses.

And as sportsbooks are still pulling in tens of millions of dollars every month during the pandemic, one off-the-radar consolidation play offers some real opportunities:

The first phase of the growing online gaming and sports betting industry was all about getting the tech right. The second phase is about bringing it all together.

A pioneer early entrant leader in sports betting technology is hitting Phase II hard, with major acquisitions…CLICK for complete article

E-Commerce Explodes As Boomers Go Digital

Things like test-driving, touching the fruit before you buy it, or even trying on clothes prior to purchase won’t be so important from here on out, thanks to a lockdown that has seen millions of Americans forced to work and stay at home to halt the advance of COVID-19 (rather unsuccessfully, it would seem).  During this time of lockdown, however, everyone–not just the younger generations–have used their spare time to hone online shopping skills.

That’s led to a wild uptick in ecommerce.

Amazon is still a leader in it, Walmart and Target are also catching up in online sales. But even the auto industry has now embraced digital platforms and ecommerce. It turns out, all it took to get people to buy cars sight unseen was a guarantee that they can return it (contactless) within a certain number of days, no strings attached.

New data from eMarketer estimates that more than 204 million people ages 14 and older will make an online purchase in 2020.

But the real disruptor for traditional retail is this bit of data: Two-thirds of those online shoppers will be 45 and older–an age group that hasn’t until now really taken to the idea that much.

The updated forecast, which factors in the pandemic’s effects, anticipates a 5.8% increase in the number of digital buyers 45 and older, up from 3.2%. This equates to nearly 5 million new users…CLICK for complete article

Big Fat Idea – Too Soon for Real Estate?


Justin Smith of Hawkeye Wealth joined Michael on the weekend to discuss the state of the real estate market in the CoronaCrisis? What is he recommending for his investors? Are there deals to had yet? What sectors is he watching?