Green Shoots in Industrial Real Estate
While the industrial real estate market continues to soften, there are green shoots driven by rent growth, decreasing supply, and […]
Big Tech’s Energy Needs vs Climate Agenda
Generally, big tech has been very supportive of climate change initiatives around the world. Many tech companies have increasingly sought […]
Our Take on the Latest ESG Controversy
If you are following the news about ESG these days, there is no shortage of controversy about the subject. As […]
How Will Mexico Play its Economic Winning Hand?
While the US still dominates total dollars of foreign direct investment (“FDI”) into Mexico, China is Mexico’s fastest growing source […]
Snowballs and the Chinese Market Meltdown
From the midst of a Chinese market meltdown in January, a new villain has emerged – “SNOWBALLS”! According to Bloomberg, […]
Say Goodbye to Pricing Power and Hello Purchasing Power
The ubiquitous pricing power of many companies throughout COVID and beyond is finally coming to an end. In the Fed’s […]
The Walgreens’ Debacle: Dog Catches Car
Late last week, investors got a surprise when Walgreens Boots Alliance (TKR: WBA) announced that it would be slashing its […]
Vertical Operating Systems: The Ultimate Point of Growth Inflection in 2024
Vertical operating systems are some of the most interesting early stage investment opportunities in 2024. According to the folks at […]
AI Progress is a Poor Excuse for Seizing the Intellectual Property of Others
It was interesting to read that the New York Times was suing Open AI and Microsoft for copyright infringement (NY […]
Tesla’s Not So Typical Recall
We were interested to see Tesla stock drop intraday on December 13th with the announcement of a two million car […]