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Tiho Brkan Profile picture
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3 Jun, 4 tweets, 3 min read
The most important markets and sectors peaked in February and have not made any progress for months now.

Consolidation or distribution?

Nasdaq, Semiconductors & Japan weak for some time already. $QQQ $SOXX $EWJ

Chinese Tech sector in a full crash. $KWEB
Emerging Markets and Asia struggling for a while already.

$EEM $AAXJ
Credit card companies and payment processing businesses are unable to make new highs since February of this year.

$IPAY
So what has been doing well?

Our favorite investment since September last year: small-cap Oil & Gas.

$XOP $PSCE

It pays to be a #contrarian.

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More from @TihoBrkan

Tiho Brkan Profile picture
16 May
1/ Been taking some time off Twitter and away from the computer.

It's so good!

As my hibernation continues, there is an inspirational story I'll share from the "real world."

Not your regular 1st world problems story, but one of REAL success and triumph.

👇
2/ Today I met a gentleman by the name of Khalid.

He was born in Eritrea, a small country in eastern Africa.

For those who aren't familiar, it is located near the Bab al Mandab Strait and boarding Ethiopia and Sudan.
3/ In the space of 30 mins, during our Bolt drive, he shared with me his life story which is probably worth a Hollywood movie script.

Personally, I had goosebumps several times and was speechless on more than one occasion while listening to his life's struggles.
Read 17 tweets
Tiho Brkan Profile picture
1 May
Flexibility & versatility are key traits of investors.

The ability to view the same thing from different perspectives is critically important.

Since we develop our own RE projects as well as participate via lending in others, we attempt to learn from both sides.

Examples.👇
In the post-Covid markets, it has become more important than ever for lenders (senior & mezzanine debt) to assess the true financial position of the borrower (sponsor).

Lenders should demand strong finances & ample liquidity to sidestep future potential problems...
...which are common in the world of RE development (cost overruns, slow sales & delays).

As a lender, we want to know if the developer can handle these issues without additional emergency funding?

As a developer, we want to leave ample cash on the sidelines so we don't rely...
Read 16 tweets
Tiho Brkan Profile picture
27 Apr
The following just happened 30 mins ago. #truestory

My taxi driver was complaining about how difficult business has been without tourists in Malta, so he decided to take his luck with the crypto speculation.

For the whole 20 min ride, he talked to me about Etherum & Bitcoin...
...saying it has been really slow there for a while now, and since he has bills to pay, he is now focusing on DogeCoin.

A friend of his sold the taxi business & put it all into this coin — basically giving me the executive summary from A to Z why it's going to the moon.
I've learned so much about investing in my 20 min cab ride.

Now, I too will be acting on other people's tips.

The new word on the streets is Snoop Dogg & Miley Cyrus will be pumping the DogeCoin up soon.

My new taxi driver friend will be buying some tonight after his shift.
Read 6 tweets
Tiho Brkan Profile picture
25 Apr
.@Schroders research:

"The average house in the UK currently costs more than eight-times average earnings (data at Dec 2020).

Before the current episode, this 8X earnings level has only been breached twice previously in the past 120 years."
"It may only be of historic curiosity, but it is interesting that house prices were even more expensive in the latter half of the nineteenth century.

They then went on a multi-decade downtrend relative to earnings. This only bottomed out after World War I."
"Three important drivers of this: more houses, smaller houses & rising incomes.

More houses: doubling in the stock of housing in the UK between 1851 and 1911. It rose from 3.8 million to 8.9 million houses – for reference, today it stands at more than 28 million."
Read 7 tweets
Tiho Brkan Profile picture
23 Apr
Join us for an in-depth investor survey over 10 tweets. 👇

Q1: Twelve months after the pandemic, what are you doing in your portfolio?
Q2: What is the most attractive investment opportunity in the coming 1-2 years?
Q3: How optimistic are you on the global stock market (S&P 500, Nasdaq, large-cap stocks, etc) over the coming 1-2 years?
Read 10 tweets
Tiho Brkan Profile picture
21 Apr
Litigation finance thread.

Considering how expensive traditional assets (stocks & bonds) have become, we are looking at alternatives with uncorrelated behavior to:

• investment cycle
• interest rates
• central banks
• corporate earnings
• unemployment
• credit growth etc
In case of an asset repricing,

similar to those in 1987, 1998 (in Asia), 2000-03 (in Tech), 2007-09 (worldwide), 2011-12 (EU),

there are very few assets that could deliver positive returns while many others are under pressure.

We believe litigation funding is one of them.
Most investors (myself included) would not consider such foreign investment strategies due to high entry barriers and difficulty in comprehending the conditions which would favor successful outcomes.

Getting mentors & other experienced investors to guide us, has been our key.
Read 5 tweets

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