CDC Commercial Inc

Monthly Letter

happy new year
Cap Rates vs Treasury Rate – Why Invest

“The line separating investment and speculation, which is never bright and clear, becomes blurred still further when most market participants have recently enjoyed triumphs. Nothing sedates rationality like large doses of effortless money. After a heady experience of that kind, normally sensible people drift into behavior akin to that of

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CDC Christmas
Wages are rising. Jobs are Plentiful. Nobody’s Happy.

A woman goes into the post office to buy stamps for her Christmas cards. “What denomination?” the clerk asked. “Oh, good heavens! Have we come to this?” the woman asks. “Well, give me 50 Catholics and 50 Baptists.” Explaining the state of the economy at the moment is a conundrum.

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how not to blow your fingers off in this economy
How to not Blow your Fingers off in this Economy!

Wow! Did no one else notice… or care that Fitch Ratings downgraded the U.S.A.’s long-term foreign currency default rating from AAA to AA+? Their reason? Erosion of governance. Rising general government deficits. Debt to GDP. The economy slipping into recession. Fed tightening. Need I say more? So, I am thinking

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Everyone Fears the End of the World

I don’t know if anyone else saw the irony in it, but I had to chuckle when I read that Zoom is calling its workers back to the office for the first time since the pandemic. First, let me assure you that the world is not coming to an end.

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Read our predictions now. Are we spot on?

The economic slowdown is now underway and inflation rates, though moderating, are still too high. The monetary policy trilemma (is that even a word?) of price stability vs financial market stability vs economic support is now a reality. The Fed just increased interest rates another ¼ percent and bank regulators

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Dali Lama
Does the Dalai Lama care about inflation and M2?

We are in the late stage of a long-term debt cycle. Debt has become so high it is difficult to give lender-creditors a high enough interest rate relative to inflation to make them want to hold this debt as an asset without making the rates so high that it hurts

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How much is enough? -37% possible?

How is it that we put a man on the moon before we figured out if it would be a good idea to put wheels on luggage? In an almost equally cool move as wheels on luggage, last year Apple started to allow you to store car, house, and hotel

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