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Archive of entries posted on 2nd June 2025

Mark your calendar. Watch “Good Luck and Good Night” for free. Cash is king, again.

Five themes: + Change has speeded up. Everything — valuations, fads, technologies —  is changing faster. (Stay with me.) + Change has affected every one of our classes of investment. For example, all areas of real estate — whether residential, commercial, warehousing, storage, etc. + Diversification was the erstwhile solution to keeping afloat, especially in […]