David Rosenberg: Investments that will thrive in the post-pandemic world
What the world looks like when the crisis ends is truly anyone’s guess, but I will say with 100-per-cent clarity that it is going to look a lot different than it did before, David Rosenberg writes. Working from home is certainly going to be a more dominant force, with obvious negative implications for commercial real estate, but positive implications for internet infrastructure, computer hardware and video conferencing.
There is going to be a sharp reduction in travel to work, indeed travel in general, and this means fewer cars on the road. All the reasons to avoid the energy sector will now be accentuated, and there’s nothing good here for the auto sector or office real estate investment trusts.Delivery services, on the other hand, have now become an essential, so here is a budding bull market right there for Amazon and any business model that copies it.
globeinvestor Shame on those who take advance of a pandemic to make a few bucks
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Pandemic Personal Finance Update No. 5: How to get relief on car payments and free financial planning (Plus, prepare to pay taxes on the CERB)Keep money aside for taxes if you're receiving CERB payments, plus other tips from rcarrick's pandemic personal finance update No. 5 globemoney rcarrick globemoney People are going to be screwed after all this is over. rcarrick globemoney Keep money aside for HIGHER taxes, for the rest of your life. It may take 2 generations to pay for the spending being thrown around. According to IMF, Canada will be 2 of developed countries “budget busters” rcarrick globemoney The CERB doesn’t cover most people’s rent/mortgage, ICBC, food or other monthly expenses. Don’t know how they’ll be putting some away for taxes. Most self employed that have lost their jobs won’t be able to pay their federal or property taxes this year.
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