CRE

The Elements That Make Up the Economic Seasons

We are all familiar with Porgy and Bess classic Summertime line, “When the fish are jumpin’…” that can bring back memories of the Old South or at least remind us of an era gone by. As summer ambles, with too many back to school television advertisements already, I wonder where the time has gone.

2+2=4, But So Do a Lot of Things

In this Situation Analysis, LANDCO Principal David Rosenbaum examines how, in the tree of knowledge, economics does not branch from mathematics, but from politics and why we can be too easily dazzled by the numbers.

Fishing for Capital

Fishing is a sportsman’s experience that brings many benefits even if the catching is minimal or altogether non-existant. A successful fishing trip can be sighting a rare species of wildlife or a day spent with a 10-year-old son. Capital raising, unlike fishing, does not bring collateral benefits and is generally considered a failure without funding. It can be a very expensive and discouraging experience. The benefit of capital raising is only one-funding.

Retail Risk: A First Mortgage Doesn’t Mean What It Once Meant

In this analysis, LANDCO Principal David Rosenbaum examines a question recently put forth by Marc Andreesen and the implications for LANDCO: What if e-commerce reduces in-store sales, even by just a little bit? And what happens if the loss of volume is not just temporary, but structural?