ALCO - High Food and High Real Estate Prices Should Cause a Shift in Investors' Watch-Lists

Food shortages, inflation, and skyrocketing real estate these the most discussed topics among my social media followers. The discussions, and memes, seem to be defining 2022, just as the pandemic defined 2020 and vaccinating for the pandemic defined 2021. During the two-plus decades I managed billions in funds on Wall Street, my mind became trained to connect dots and look for opportunities. As news stories scrolled down my Bloomberg screen, my automatic thought process was always to ask myself, what’s impacted, is it bullish or bearish, is there an investment opportunity, and what risks might I be missing. Read More >>