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How you can cool off
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The world is on fire. 98% of investors have lost money in the past few days. And that’s OK. This is why when I was asked on Wednesday if “should I sell now”, my answer was… What are you talking about? Look. We've all read dozens of 'influencers' suggesting that investing €500 a month in the S&P 500 will make you rich in 20 years. The stock market only goes up. And to some extent, they might be right, but I don't like that extreme volatility dependent on a few overly powerful individuals. For part of my money, that's fine. For the other part, it's not.​ Sexy or not, real estate is more stable. Yes, there's the 2008 crisis, and talk of another bubble... But there are ways to invest without losing sleep over what a 70-year-old redhead across the pond might do. Investing in thoroughly analyzed and verified real estate projects that guarantee a fixed return is now a reality. Knowing more or less how much you're going to earn before putting your money on the table reassures me. And you have control. You don’t depend on people wearing red hats… But look. Let’s be brutally honest. People panic. And panic is the best environment to fish… and fish big. World population is growing. No matter who is in power. Global productivity is improving. No matter who is in power. The long term tendency is growth. And if this doesn’t happen is because of a global world. And in this case… Your money is stocks will be useless. Your properties will be useless. Even if you are leaving out of the grid, you have a liability because you know that you will be become a valuable target in a world where everyone will have to take care of themself. So… Look at the opportunities out there because there are plenty. Be calm. Be safe. Become rich and independent. ​Is this piece of real estate a good investment​ PD 1: If you liked this email, don't keep it in secret and forward it to a friend. They will thank you enormously one day. PD 2: If somebody has sent you this email and you want to receive emails like this yourself, visit vicentevalencia.com PD 3: If you want unsubscribe, click the link below. |
Vicente Valencia
Weekly insights on how to perform when it matters | High-stakes decisions. Real situations. No BS. | 👇JOIN +2k readers 👇
You know what I like saying. The most expensive piece of infrastructure is not a tunnel. It is not a bridge. It is the Send button. Welcome to Northern Ireland. Project Omega. A 25-year PFI plant for wastewater and sludge treatment. The SPV, Glen Water, put a £4.4 million claim. The issue? Failures by Northern Ireland Water to meet its obligations for an existing incinerator. Typical… the client not meeting expectations… And this is what everything stats to be interesting. There had been...
There is a strange phenomenon in big projects. The bigger the project becomes… …the smaller your world gets. Egos kill more projects than bored consultants. I’ve seen it. Normally, it goes like that… You spend your morning discussing clause 38.4. Lunch reviewing the debt sizing. And your afternoon arguing whether a risk should be red… …or dark orange. … and what would be the right color after mitigation… Meanwhile: Interest rates move. A contractor issues a profit warning. A Government...
You arrive to the room like a child with new shoes. First project meeting. Excited. Then a guy with not much hair says… “The SPV will pass the risk down through back-to-back contracts, subject to equivalent project relief and the lenders’ step-in rights.” You nod. Of course you nod. You have a degree. Twenty years of experience. And a LinkedIn profile that says “strategic leader.” You cannot possibly ask what the hell that means. So you write “back-to-back” in your notebook. Twice. Must be...