V Shape recovery is impossible.

Where are the V shape advocates? Have you open your eyes yet? 👀 V Shape recovery is impossible. The recovery will not take months, but years! COVID19 🦠 popped enormous economic bubbles fueled by banks. 🏦 -100M+ Americans loss income-30M+ Jobs permanently gone-12M+ looming evictions-160k+ deaths with 5.25M+ confirmed Covid19 cases. Still climbing!-3T+ money creation by … Continued

Residential Real Estate will crash! 🤯 (Mortgage Monitor by Black Knight )

Residential Real Estate will crash! 🤯 Mortgage Monitor by Black Knight reports above 7% national delinquency rate for June 2020, compared to 10.5% at the end of the last great recession. Mortgage Monitor by Black Knight represents the nation’s leading repository of loan-level residential mortgage data. The last Great recession lasted December 2007 – June … Continued

Retail and Hotels are crashing!

Commercial Real Estate is still crashing, specifically Lodging and Retail. The delinquency rate for commercial mortgage-backed security (CMBS) is 9.60%! This is not a surprise since tourism and retail industries were the hardest hit int he current economic recession. The previous recession lasted from December 2007 to June 2009. 10.34% Peak CMBS Delinquency Rate in … Continued

What is the best Commercial Real Estate asset to buy?

Mobile Home Parks! 🤫 The best asset is affordable housing like mobile home parks, multifamily, and long term RV parks. Mobile Home Parks had a great run. 🏃🏽‍♂️ People always need a place to live in! 🛌 This does not mean it is a 100% fail-proof plan. You have to buy at a favorable price. … Continued

Can the Federal Reserve keep printing money?

How long can this continue before central banks do run into the limits of their capacity to explode as you say the balance sheet, print money? “The limiting factor has to do with the demand for that money and debt. In other words, what debt is. A Bond. A promise to receive a lot of … Continued

Money Creation by the Fed caused the Stock Rally

“They lead me to conclude that the powerful rally we’ve seen has been built on optimism; has incorporated positive expectations and overlooked potential negatives; and has been driven largely by the Fed’s injections of liquidity and the Treasury’s stimulus payments, which investors assume will bridge to a fundamental recovery and be free from highly negative … Continued

Zombie Companies Everywhere!

Zombies 🧟 are increasing because the government is bailing out corporations. My favorite type of socialism! A zombie is a company that needs bailouts to operate or an indebted company that can repay the interest on its debts but not repay the principal. The Federal Reserve is creating money 💸, destroying the dollar value. Then … Continued

Will Money Creation cause massive inflation?

Federal Reserve Chairman Jerome Powell is gambling money creation 💸 will create massive inflation for assets, but not price consumer expenditures! 👹 The Federal Reserve created 3.5T from 2008 to 2014.+400% in 6 years+66% per year While in 2020 alone, the Federal Reserve created over 3T.+73% in 1 year Let pretend Federal Reserve creates 10T in 2020.+243% … Continued

The Federal Reserve created around 3T dollars out of thin air to manipulate the economy of the United States. 😈

The Federal Reserve created around 3T dollars out of thin air since March to buy assets and manipulate the economy of the United States. 😈 1 Trillion = 1,000 Billions What assets did the Fed buy with 3T fake money?1.6T (1,600B) Treasury Bonds.5T (500B) Liquidity Swaps.1T (100B) Corporate Bonds.05T (50B) PPP “Forgiveable” Loans.75T (750B) Other The … Continued