Tidbits

[Spooky]

Latest Eye on the Market from JPM is pretty interesting: https://am.jpmorgan.com/ca/en/asset-management/institutional/insights/market-insights/eye-on-the-market/outlook-2025/

[DooDiligence]

 

All of the above plus the American consumer, which is not necessarily a bad thing for upcoming generations. Gonna suck for a lot of people in the present though. Chaos agents at work to consolidate the billionaires. Welcome to the matrix. Now take your medicine.

 

 

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edit: Seriously though, thanks for posting this. Lot's of good info. Trying to draw my own conclusions, even though that's frequently proven hazardous.

Edited January 8 by DooDiligence

[DooDiligence]

Should we build a wall in Florida?

 

[Sweet]

 

Had this thought for a while myself but I’ve not taken any position.  

Ideally you’d know real estate well enough to intelligently pick a good company - unfortunately I don’t have the confidence that I can do this.

 

There is a Vaneck ETF that owns players involved in commercial real estate - ticker ‘DESK’ - but it doesn’t have a long history.

Vaneck have a blog about it:

https://www.vaneck.com/us/en/blogs/thematic-investing/play-the-return-to-office-trade-with-an-office-reit-etf/