Why I Believe a Freight Recession is Imminent
Real Estate as an Inflation Hedge
A very insightful angle to look at real estate as a competitive advantage within an organization and how to get exposure to it via equities. Something to keep in mind when evaluating companies.
Author: Chris Mayer Read: 9 min
‘It’s Super Spectacular.’ See How the Tonga Volcano Unleashed a Once-in-a-Century Shockwave
Tonga’s underwater volcano eruption spawned a tsunami that devastated many of its islands and struck far-off shores. It also “generated something that scientists hadn’t seen in more than half a century: a planetary-scale pressure wave, or shockwave, in the atmosphere. The wave circled Earth for days.”
Author: Aatish Bhatia and Henry Fountain Read: 5 min.
Sunday Bonus: Why Thinking About Inflation Leads to More Inflation
When thinking about a problem is, in itself, a problem, you’ve got a problem. The average American is expected to need an additional ~$5k this year to live the same life they did last year, and many Americans lack confidence in current economic policies to fight inflation. What’s worse — if people and businesses just expect inflation to continue into the future, inflationary psychology could take hold and lead to even higher prices, salaries, and spending. Here’s how. Read Here
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