Friday, February 28, 2014
De Ja Poo (cont.)
I think Tim Hardaway Jr. is a good player. I think Iman Shumpert is a nice piece. Say what you will about him, but I believe you can win a title with Carmelo Anthony as your best player. But, after that, everyone is on the decline or already at the bottom. I don't know what they can do to right this ship any time soon. They have cap space in 2015, but will it really matter?
De Ja Poo
I don't know when it happened exactly, and I'm pretty sure it wasn't the case last season, but the Knicks are terrible. Watching them lose stirs memories of an era when I bought a "Sell the Knicks" t-shirt. They don't have their pick this year. They don't have cap space. And it feels like a real possibility that they will lose Carmelo this summer. Thanks, Jim Dolan.
Wednesday, February 12, 2014
Still Here
I have been focused on other things lately, leading to no new posts in quite a while. I am working towards a goal and it takes up a lot of time, but satisfying time at that. Nevertheless, I did want to mention a couple of things that I’ve read recently that were interesting:
-First up is a blog post that talks about the experiences of two entrepreneurs who started a real estate investment shop about 4 years ago while still in grad school. It has now grown to a $400M portfolio. I imagine there might be some lessons in there for someone like me.
-From The Real Deal, with the condo boom in the City and other conversions going on, the stock of Class B office in Manhattan has been on the decline. Which means such assets make for a compelling investment simply on the basis of supply and demand.
-John Mauldin takes time in his weekly piece to examine the recent CBO report about Obamacare, and how the legislation will likely lead to people working less, given the taxes that will function as a disincentive. So, for those concerned about wage stagnation relative to productivity, get ready for it to become even more pronounced. Which means a drop in GDP – which, by the way, means a drop in tax revenues to pay for the government. So much for smaller deficits.
-First up is a blog post that talks about the experiences of two entrepreneurs who started a real estate investment shop about 4 years ago while still in grad school. It has now grown to a $400M portfolio. I imagine there might be some lessons in there for someone like me.
-From The Real Deal, with the condo boom in the City and other conversions going on, the stock of Class B office in Manhattan has been on the decline. Which means such assets make for a compelling investment simply on the basis of supply and demand.
-John Mauldin takes time in his weekly piece to examine the recent CBO report about Obamacare, and how the legislation will likely lead to people working less, given the taxes that will function as a disincentive. So, for those concerned about wage stagnation relative to productivity, get ready for it to become even more pronounced. Which means a drop in GDP – which, by the way, means a drop in tax revenues to pay for the government. So much for smaller deficits.
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