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Tag: Retail

Rocky-like REIT Underdogs For The Current Cycle: May 2021 Newsletter

Rocky-like REIT Underdogs For The Current Cycle: May 2021 Newsletter

Nothing in investing hits as hard as the economic cycle. Recessions and recoveries can make or break an investing career. While avoiding a recessionary draw-down can make you a hero to your clients, conversely, losing money fighting an economic expansion can just as quickly tarnish your investing reputation. The cycle is undefeated, and investing against…

June 16, 2021 by Martin Kollmorgen No comment(s) REITs
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Rock n Roll and the Retail Apocalypse: April 2021 Newsletter

Rock n Roll and the Retail Apocalypse: April 2021 Newsletter

The stock market has a long memory. Investors make mistakes, and the collective market intelligence is replete with investment theories that quickly or slowly turned sour, damaging investor bottom lines and inflicting emotional scars. Fool me once, shame on me, fool me twice, I won’t get fooled again. The widely discussed “retail apocalypse” of 2016-2020…

May 5, 2021 by Martin Kollmorgen No comment(s) REITs
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