Interview of the Week
11:54 – 27:54 – Being either long or short North American real estate is the goal of Featured Guest Jeff Olin of Vision Capital.
This two pronged approach has lead to the Vision Opportunity Fund yielding a 241% return vs the 41.9% return of the S&P/TSX Composite Index over the same period July 2, 2008 to July 31, 2017, outperforming since inception Canadian Equity, Hedge Fund and Real Estate indices with a substantially low risk profile.
Jeff shares with Michael today’s most attractive real estate sectors, some to avoid and as well names a brace of specific stocks including some with dividends that are attractive to purchase now. One stock GGP is worth $32 but is trading at $21 because of sector market conditions.
02:05 – 05:41 – Quote of the Week – Once you allow an authority to determine which opinions are to be allowed, you make your own speech vulnerable to it. The U. of Berkley listened and has declared it will be a “Free Speech Year at Berkley”.
A new automated T-Shirt factory is going up that will produce 25.2 million T-Shirts a year. So, all those who used to make t-shirts by hand are now obsolete/unemployed which begs the question whether economic alienation of this type leads directly to social disruption?
…Mike’s Mid-Week Update: Hurricane Harvey Triggers Oil Market Chaos
The free exchange of ideas & innovation drives economic growth. The movement to eliminate free speech in our society today actually threatens our standard of living. Name calling to shut up alternate ideas is the go-to strategy and it’s time to put a stop to it!
….also from Michael: Forget Statues Lets Hear Screaming About Our Egregious, Tragic Problems
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~ Ed R.
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Think For Yourself
Posted by Michael Campbell
on Saturday, 2 September 2017 17:35
01:13 – 07:05 – Michael’s Editorial – The push to eliminate thinking that opposes what is considered acceptable thought on University Campuses, or the attempts to crush any thinking that reveals flawed data or conclusions on the environmental file continues to gather steam. It could be easily called the tyranny of onsided opinion because the groups opposed to contrary opinion are prepared to use violence to squelch alternate thought.