Ivan Barratt
@ivanbarratt
Founder of The BAM Companies, Real Estate PE/Fund Mgmt, ~1B AUM. Wannabe Economist. Husband, Father, Adventurer.
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The Indianapolis metro area has been the largest contributor to economic growth in the Midwest over the last three years—pretty amazing growth considering it's half the population of Detroit MSA and less than 1/4 the population of Chicago MSA
Today's 10-year saw a blistering 77.6% take by foreign bidders. Investors remain shocked that there's demand for U.S. debt during high inflation. Those who watched my show yesterday understand why there's strong foreign demand during high inflation.
Despite whispering of a failed auction, today's 3-year was met with strong demand as foreigners took 68.5%. Rising rates or inflation won't deter demand. It's all about how the global monetary system works but few take the time to understand it.
Practice higher-level thinking by looking down on your machine and thinking about how it can be changed to produce better outcomes. #principleoftheday
The Anti-China, Pro-Immigration Coalition bloomberg.com/opinion/articl…
bloomberg.com
The Anti-China, Pro-Immigration Coalition
More and more members of Congress are realizing that America’s immigrant economy is a competitive advantage.
If you think Powell is going to sound dovish today, keep in mind Congress has not appointed him to a second term yet. Everyone thinks the Fed created inflation by easing too much. If he wants to keep his job, he's going to have to stop the accommodative monetary policy.
McDonald’s is often called a real estate company dressed up as a fast-food chain. It's def true: McDonald's real estate holding is worth $42B and 35% of its $20B in revenue is from franchisees paying rents. Here’s a breakdown🧵
I bet lots of people long the market are hoping for a dovish Powell or a policy pivot. Good luck with that. The President and Congress told him to get inflation down, and he's going to do it.
Though it won't feel that way at first, each and every problem you encounter is an opportunity; for that reason, it is essential that you bring them to the surface. #principleoftheday
How many millionaires do you know who have become wealthy by investing in savings accounts? I rest my case.
Could not have said it better! 😎
Taking original capital off the table with winners will cost you a lot in the long run Never trim asymmetry Position size correctly then leave it the f#ck alone
December CPI comes out tomorrow and has a decent shot at reaching 7%+ year-over-year. But then unless monthly inflation accelerates from here, the year-over-year figure will likely peak within Q1 2022.
For the most part, life gives you so many decisions to make & so many opportunities to recover from your mistakes that, if you handle them well, you can have a terrific life. Of course, sometimes there are major influences on the quality of our lives... (1/2)
Indiana is #6 for inbound migration… you wouldn’t know it if you listened to some. We need to be much better at telling our own story, because it’s a great one and people are moving here to get a piece for themselves.
People are moving to Indiana in droves. nwitimes.com/business/local…
nwitimes.com
Indiana ranks sixth for inbound migration in the country
People are moving to Indiana in droves.
😳🤣
Has someone explained to Biden what the Fed crashing the market will do to his polls
"Mortgage rates have hovered around 3.1 percent for the last couple of months. Nevertheless, the bond market is signaling that rates are about to rise. Freddie Mac will release the 30-year fixed mortgage rate tomorrow morning. Stay tuned."
I'm giving a presentation at a macro conference about stock market risks this weekend so if ya'll could hold off on this whole "sell everything" trend until next week to help with the timing, that would be great. Thanks.
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