I realize that I have not updated this blog category in a while. Going forward I hope to improve the frequency of my posted recommendations for reading and videos. Doing so should make both myself and readers better aware of investment themes, potential inflection points in the capital markets, and informed of alternative sources of useful insights and views.
- Real Estate Trends: Aging Demographics Creating Investment Opportunities in Senior Housing
- Equity Trends: Corporate America’s Millstone of Excess Cash
- Equity Trends: How to Use Leveraged Free Cash Flow and Revenue Growth to Analyze Stocks
- Geopolitical: Is The US Really in the Midst of Losing Its Economic Mojo to China?
- Investment Themes: California Water Drought Creating Profits for Private Equity Firms