The New Investing Trends in Pictures
Hello Investing Friend!
I hope you are doing well!
I have a delightful report for you on investing trends — in pictures! Let’s go!
First, the economy as a whole is remarkably steady after so much crisis and drama of the last few years:
But that general picture belies a new economic reality emerging.
The consumer has been losing ground for more than two years post-stimulus:
So where is the compensating growth coming from? Corporate America:
But it is not houses they are building (that’s good for established housing REITs and homeowners):
Heck, they are even building more offices than houses:
First of all that is just brutal for already atrocious commercial real estate conditions.
But why would they even need more offices in a work from home economy going into recession?
Because what is really happening is: