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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

Consolidated Infrastructure Group: Still Quality & Growth for Value

If you haven’t already (or just want a reminder), I strongly suggest that you read my original investment case for Consolidated Infrastructure Group (CIL) over here. In summary, while details have moved around and time has passed, the major thrust of … 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