The Communism of Capital

Economically, politically and technologically, we are all in uncharted territory. The pool of “known unknowns” and what I suspect are “unknown unknowns” is wide, deep and vast. And then we get Japan. For some background to Japan’s current economy, read this … Continue reading

Warning Signs: Retailers, Shopping Centres & Retail REITs (Part 2 of 2)

See ‘Part 1’ of this series here. There are three harmonious parts to a Real Estate Investment Trust (REIT): Income: These are predominantly rentals from tenant renting space from the REIT. The lower the vacancy rate and the faster rentals … Continue reading