Falling rents may drive a brick-and-mortar retail recovery. After taking a beating for years, could agricultural commodity prices do the same?
Check out the Stocks section to see what stocks are on my watchlist in every sector and find links to analysis about them.
Quote of the Day
Word of the Day
When supply and demand are equal (i.e. when the supply function and demand function intersect) the economy is said to be at equilibrium. At this point, the allocation of goods is at its most efficient because the amount of goods being supplied is exactly the same as the amount of goods being demanded. Thus, everyone (individuals, firms, or countries) is satisfied with the current economic condition. At the given price, suppliers are selling all the goods that they have produced and consumers are getting all the goods that they are demanding.
The balance between supply and demand, which naturally governs so much of what happens in our world, is one of the the great beauties of economics.
Chart of the Day
This chart from Innosight shows the shortening lifespan (and rising turnover) of companies on the S&P 500, indicating that creative destruction is accelerating:
The Return of the Brick-and-Mortar Store
Conor Sen, Bloomberg, 05.01.2018
Soy Much Opportunity In These Agricultural Commodities
Tom Bruni, All Star Charts, 05.01.2018
Top 4 Agricultural Stocks Worth Considering To Buy In 2018
Ralf Lai, Investing Haven, 05.02.2018
Carpocalypse Now And Soaring Lithium Demand
Value Walk, 05.04.2018
Karl Marx’s Defenders Should Explain Why His Ideas Never Actually Work
Kristian Niemietz, Foundation for Economic Education, 05.04.2018
Benedict Evans Talks About the Tech Bubble
Barry Ritholtz, Masters in Business, 05.03.2018