In times of distress, it can be instructive to look forward and imagine how the current environment might be viewed retrospectively. Will 2020 be viewed as the year of the great March sell-off that was an incredible buying opportunity? Or will future generations remember the global pandemic that plunged the world economy into a synchronized…
Month: April 2020
REIT Performance Q1 2020: Swans, Shorts, SAFE
The black swan! The global pandemic! What an easy lazy comparison to modern times. “We could have never seen this coming!” Said every talking head in the financial media over the last 6 weeks. I’m not terribly interested in the black swan facet of Taleb’s philosophy right now. Besides he’s already come out and said…