collecting dangling appendages cannot be as interesting as aggregating gold
btw, i am slowing down on gold aggregation until when/if there is a serious tumble, i think, because i have enough, i believe, and am fearful, as always, and speeding up real estate gathering, for the yield and the cap gain potential
because i am interested to pivot the credit crunch on small companies, acquire the debt-free or already debted real estate that lies under their operating businesses as the banks tighten the credit screws on their working capital
in so doing, i am wagering that the central banks, and particularly the wastrel fed, will not raise short rate anytime soon even as the commercial banks screw down on lending, and so allowing me to earn substantially more yield than i would on bank interest rate, and
wait on officialdom sanctioned and seeded, strong and debt-light private enterprise underwritten redevelopments, all back-stopped by an enormous hinterland of eager participants numbering 1.3+ billion, and a sure-to-come better day of mark-to-market harvesting.
well, it is a coherent strategy for an imagined and desired outcome. who knows what else to do?
ideas?
chugs, tj |
