- Source: Wilkinson Architects
Hard assets that pay reliable income are a pretty good idea at the best of times — especially if you’re not the greedy kind of investor — but right now, they are a bloody good idea. Gross and El-Erian’s “new normal” predicates the ownership of real assets with stable and secure income. Factor in the possibility of Renee Haugeruud’s “inverse stagflation” entailing under-performing traditional paper assets — like stocks & bonds — and soaring real asset values and you get the picture. Continue reading “Trade Notes: Start Trawling for Macquarie Assets Disposals?”
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