Well, it seems that America and Europe have started to interfere... That's one prediction come true already! That's happened sooner than I expected, so hopefully that means China won't be making such a big deal out of it... Then again, perhaps my predictions around China were not correct, since China recently seem to prefer the approach of "we'll stay out of your foreign interference's and we expect you to stay out of ours"?
I still expect this to go on for some time, but if it is wrapped up (or more likely just abated) quickly, that will be good for inflation and the global economy.
Oh boy, with that doozy of an announcement SUM has made regarding sales, it would seem that I'm already wrong on my SUM prediction (which is great news!). I'm expecting a great year from these... Think I'll buy some more on that news.
I am not so surprised, they have been top of my to-buy list if I wanted to expand, which I don’t. The reason is that they are special in that their units are small houses that my generation prefer and my generation is the right age to move. Their competition has more focus on apartments. I am retired!
As a guy on the edge of being a millennial at 42, I also feel more drawn to a "proper house" than an apartment, so if my views are reflective of my generation, these preferences could hold for a few more decades at least!
I also like that they tend towards brick houses, as both a shareholder and potential future customer.
Well, it seems that America and Europe have started to interfere... That's one prediction come true already! That's happened sooner than I expected, so hopefully that means China won't be making such a big deal out of it... Then again, perhaps my predictions around China were not correct, since China recently seem to prefer the approach of "we'll stay out of your foreign interference's and we expect you to stay out of ours"?
I still expect this to go on for some time, but if it is wrapped up (or more likely just abated) quickly, that will be good for inflation and the global economy.
Source: https://www.theguardian.com/world/2024/jan/11/uk-us-strikes-houthi-yemen-red-sea
Oh boy, with that doozy of an announcement SUM has made regarding sales, it would seem that I'm already wrong on my SUM prediction (which is great news!). I'm expecting a great year from these... Think I'll buy some more on that news.
I am not so surprised, they have been top of my to-buy list if I wanted to expand, which I don’t. The reason is that they are special in that their units are small houses that my generation prefer and my generation is the right age to move. Their competition has more focus on apartments. I am retired!
As a guy on the edge of being a millennial at 42, I also feel more drawn to a "proper house" than an apartment, so if my views are reflective of my generation, these preferences could hold for a few more decades at least!
I also like that they tend towards brick houses, as both a shareholder and potential future customer.