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High Prices Causing Hardships For Many Californians

High Prices Causing Hardships For Many Californians “The cost of monthly rent reached a new high in February, with the typical apartment now $283 more expensive each month than it was two years ago, before the onset of the pandemic. The national median rent was $1,792 last month, up 17% from a year ago, according…

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Population Declines in Both Europe and Japan in the Coming Decades

Population Declines in Both Europe and Japan in the Coming Decades “Just a reminder because a lot of fake accounts on Twitter want to say our demographics are like Japan since 2008.” To Read the Original Article Click Here Subscribe to our regular newsletter and get exclusive access to our next investment opportunity. Recent Posts

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Months Between Yield Curve Inversion & Start of Recession 1978-2022

Months Between Yield Curve Inversion & Start of Recession 1978-2022 “What’s in your research quiver?” To Read the Original Article Click Here Subscribe to our regular newsletter and get exclusive access to our next investment opportunity. Recent Posts

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Population Declines in Both Europe and Japan in the Coming Decades

Population Declines in Both Europe and Japan in the Coming Decades “Whoever convinced you that we were Japan, please ask for a refund and pour a drink on their head.” To Read the Original Article Click Here Subscribe to our regular newsletter and get exclusive access to our next investment opportunity. Recent Posts

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“Ripple Effect” – Chinese Port Congestion Soars To Five-Month High 

“Ripple Effect” – Chinese Port Congestion Soars To Five-Month High “Even though workers have been sent back to factories, and some lockdowns have been lifted, the disruption alarmed A.P. Møller – Maersk A/S, the world’s largest container shipping company by capacity, last Friday, telling clients to expect new supply chain snarls and logistical delays. “While…

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Demand Destruction Has Begun

Demand Destruction Has Begun “As a result, JPM now sees activity contracting in March and April, prompting a 1.1%-pts cut to China’s 2Q GDP growth. With the downward revisions to the Euro area and China, the largest US commercial bank now projects 1H22 global growth dipping below potential. Displaying limited sensitivity to near-term downside growth…

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Farmers On The Brink

Farmers on the Brink “The tempest caused by the European energy disaster has merged with the hurricane of consequences flowing from Russia’s invasion of Ukraine, forming the genesis of a generational crisis in food that will leave few unaffected. While we’ve been warning about just such a scenario for some time, after spending the past…

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Economic Update | 4.22.2022

Economic Update | 4.22.22 Economic Data Updates: 4/18 to 4/22: Private building permits, existing home sales, STLFSI, and weekly unemployment claims; 4/11 to 4/15: OECD Business Confidence Index, NFIB small business optimism, retail sales, University of Michigan consumer sentiment (mid-month), total vehicle sales, weekly unemployment claims, STLFSI, industrial capacity utilization, and industrial production; 4/4 to…

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Investor Demand for Real Estate Grows to New Heights as U.S. Heals From Pandemic

Investor Demand for Real Estate Grows to New Heights as U.S. Heals From Pandemic “The multifamily sector also saw notable cap rate compression, particularly in the suburban segments. While this was likely attributable to more people migrating to the suburbs during 2020, many renters have now returned to urban neighborhoods, and occupancies there have largely…

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“There’s A Revolt” – Retailers Reach Limits On Prices Increases As Consumers Pushback 

“There’s A Revolt” – Retailers Reach Limits On Prices Increases As Consumers Pushback “Some department stores and apparel retailers are hitting thresholds for how much they can raise prices. There was very little resistance from consumers as inflation began to rise over the last year. Now, inflation levels are the highest since 1982, and industry…

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