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" ... Kellenberger notes that a number of REITs have a bright future. These REITs take advantage of secular trends by investing in the underlying real estate used to support construction of data warehouses, logistics centers, cellular telephone towers, self-storage parks, apartments and single-family homes. ... "
" ... Limited supply and increased investment demand due to the green hydrogen narrative could be a powerful catalyst for a secular bull market in platinum in 2021. ... "
" ... The comforting message of MMT and secular stagnation advocates might make it easier for some policymakers to believe that the lockdowns can be extended far into the future with limited lasting damage. That would be a terrible mistake, and it would lead to a very unpleasant reality check. Bloated central banks’ balance sheets will cause unpredictable dislocations in financial markets. Massive increases in public debt levels will need to be repaid through higher taxes or stronger economic growth. And stronger sustained economic growth cannot be generated through government spending alone; central banks cannot print prosperity. ... "
" ... “We continue to believe that our Seller and Cash App ecosystems are well-positioned to benefit from the acceleration of secular shifts, such as omnichannel commerce, contactless payments, and digital wallets for consumers.” ... "