So this is my initial foray into writing a blog. I hope that people enjoy it. Much like Sarah Palin, I read anything and everything people put in front of me so much of my blog will probably be stolen materials from others that I find interesting, and that I hope you would too. I will be writing this blog specifically as a way to gather my thoughts and trade ideas, should anyone be interested in discussing ideas or concepts.
The focus of my blog is to discuss all manner of asset class investments, with an eye to discerning longer term trends, both secular and cyclical. I may go into specific individual investments I am focused on as a platform to launch into some of these broader topics. As I have a background in US Commercial Real Estate, some of what I say will likely have to do with that subject matter.
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