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Investing Haiku #2 - Philosophically Speaking

Here is part two of Investing Haiku:

Investing Haiku

 

Don’t overlook people

Projections soon become moot

People steer the ship

 

Great investors read

They are never not reading

Stay curious all the time

 

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China Export Challenges & U.S. Interest Rates

China Export

[Updated – May 4, 2016] As real estate investors, we’re obviously big consumers of capital, particularly debt financing. Given this, it’s important to have a view (hopefully a correct one) regarding interest rates. I look at many indicators to help me gauge where I think rates may be headed.

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Haiku Investing From The Philosophical Investor

Haiku InvestingSince I will be a traveling man for the next few weeks, I thought I would tap into some of my right brain abilities, limited as they may be, and share some haiku investing with you for the next two weeks. Haikus are pretty fun to noodle around with because of the limits they impose on the creator of them.

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My Random Thoughts and Observations This Week

Random-Brussels Attack

Rather than diving into deep philosophical exposition and heavy economics, I thought I would go a different direction this week and share some random thoughts and items that have caught my attention recently.

My 14 Random Thoughts

Garry Shandling

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I Ain't No Senator's Son

SonIt is hard for anyone to argue that one’s parents have not been quite influential over the course of one’s life for good and bad. This is especially true for the father-son relationship. In mythology, the father often represents the duality of growth and destruction (harshness and discipline).

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Signs That The Feds Levee May Be Springing Leaks

Levee LeakThere is obviously a lot of conjecture as to what the impact of the Fed embarking upon its first increase in short-term interest rates in over nine years will be. Markets are discounting mechanisms so what most people are talking about today the market often has moved on from awhile back.

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What Caught My Eye In the News -You May Have Missed It

In the NewsI thought I would focus this week’s blog on things that have recently caught my attention in the news.

In Case You Missed It – In the News

• Starwood Purchase of $5.3 Billion of EQR Apartment Assets

In the Dire Straits song Industrial Disease,

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The Short-Term Secret to Long-Term Investment Success

Long-Term Investment Success

“Victory; a matter of staying power.”

– Elbert Hubbard

Famed economist (and very successful investor) John Maynard Keynes said in the long run, we’re all dead. This is obviously irrefutable, independent of reincarnation and afterlives.

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Greece Blinked – Do They Really Need More Austerity?

Greece AusterityIt looks like Greece blinked and is giving its creditors much of what they’re asking for. In my opinion, it’s just going to create more hardship for the Greek people. In my book, I wrote a lot about the risk of austerity in the United States derailing the recovery in 2010 and 2011.

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Mind the Gap-Demographic Shift from Single-Family to Multifamily Housing

We have been strong advocates of the premise that renter household formations will continue to capture a larger percentage of overall household formations. Clearly the United States economy became irrationally focused and reliant upon homeownership during the bubble days of 2003-7. While we knew that apartments would not stage any type of meaningful recovery while the economy was contracting from 2008 through 2009,

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