Russia And Geopolitics Throw
Another Curveball At Investors

Ukrainian President Volodymyr Zelensky (L) and Russian President Vladimir Putin (R) meeting in Paris is December 2019 to hold formal talks over the conflict in Ukraine’s east, a little over two years before the Russian invasion

Russia’s invasion of Ukraine, in addition to the pain and devastation it has caused, also added another roadblock to the global economy’s attempt to return to some kind of “normal” after the pandemic. In addition to pushing oil prices even higher, it’s also broadly raised the level of inflation. Inflation had already been spiking due to extreme levels of monetary and fiscal accommodation following the onset of the pandemic. As a result, gas prices, which are already over $5 in California, are currently averaging over $4/gallon nationwide, with some sources predicting the highest prices in US history by Memorial Day. Inflation is evident in many other places, too – cars, housing, tuition, wages, and even food, to name a few.

Forbes 03.11.22

Dot-Com Déjà vu?

NEW YORK, NY – JULY 30: People are reflected in the window of the Nasdaq MarketSite in Times Square on July 30, 2018 in New York City. As technology stocks continued their slide on Monday, the Nasdaq Composite dropped 1.1 percent in afternoon trading with shares of Facebook, Netflix, Amazon and Google-parent Alphabet all declining. (Photo by Spencer Platt/Getty Images)

Is history repeating itself in the stock market? CEO George Schultze thinks the current market looks very similar to the dot-com bubble in the late ‘90’s when companies were overvalued and as a result, the “bubble burst” when capital dried up. Now while we’re facing a period of inflation in combination with overvaluation from investors blindly buying FAANG stocks over the years, these companies have uncertain future revenue growth. Will the bubble burst? Read George’s insights in Forbes:

Forbes 02.18.22

Price of Oil Fuels Inflation, but Shows Economy is Bouncing Back

PASADENA, CA – JANUARY 8: A man puts gas in his car at a Union 76 station on January 8, 2010 in Pasadena, California. The price of crude is up 12 percent in the past month to about $82.88 a barrel. The national average price of gasoline is a dollar more than last year, rising above $2.72 per gallon. Oil investor trends are being blamed for the rise in crude and cold weather has spurred demand for natural gas. (Photo by David McNew/Getty Images)

The Bureau of Labor Statistics reports that prices rose 6.2% in October, the largest annual increase since 1990, driven by supply chain and labor shortages as well as higher energy prices,” says CEO George Schultze in his recent Forbes blog. With inflation rates up, there’s still investment opportunities in previously distressed companies, both public and private. Read which companies he’s interested in right now:

Forbes 1.24.2022

Post Pandemic Role Reversal With Workers Calling the Shots

NEW YORK, NY – MAY 07: Protesters lobby for higher wages for fast food workers and urge fast food workers from around the globe to join their campaign outside a McDonalds on May 7, 2014 in New York City. Fast food workers have been fighting for higher wages, which has been in parallel to recent calls for a raise in the national minimum wage. (Photo by Andrew Burton/Getty Images)

As we head into 2022, the big question remains: What will happen with the Fed? Will it really start to taper in the first or second quarter, and when will it raise interest rates?” CEO George Schultze discusses inflation and the investing opportunities for distressed debt in 2022. Read more his recent Forbes article:

Forbes 12.15.21

Unconventional Ideas May Yield Better Returns

GILLETTE, WY – May 08: A truck loaded with coal is viewed at the Eagle Butte Coal Mine which is operated by Alpha Coal on Monday May 08, 2017 in Gillette, WY. The area is a large producer of coal. Gillette uses the moniker of “The Energy Capital of the Nation”. (Photo by Matt McClain/The Washington Post via Getty Images)

The Bureau of Labor Statistics reports that prices rose 6.2% in October, the largest annual increase since 1990, driven by supply chain and labor shortages as well as higher energy prices,” says CEO George Schultze in his recent Forbes blog. With inflation rates up, there’s still investment opportunities in previously distressed companies, both public and private. Read which companies he’s interested in right now:

Forbes 11.23.2021

Heading: Evergrande China’s Lehman Moment

SHENZHEN, CHINA – FEBRUARY 09: The logo of Evergrande Group is seen on the façade of the company headquarters on February 9, 2021 in Shenzhen, Guangdong Province of China. (Photo by Shen Longquan/VCG via Getty Images)

In his latest Forbes blog post, George Schultze questions, what’s next? Heading into the next distress cycle, we know this: the US has excessive debt, and the global supply chain will see the effects of China’s real estate bubble. George outlines the build up to Evergrande’s potential fail and how this could impact the US economy, pushing to future distress. Read his full article here:

Forbes 10.26.21

Factoring Changing Weather Patterns Into Investment Decisions

NEW ORLEANS, LOUISIANA – AUGUST 29: Utility workers play in the wind from Hurricane Ida as they wait for the storm to pass to begin repairs on August 29, 2021, in New Orleans, Louisiana. Ida made landfall earlier today southwest of New Orleans. (Photo by Scott Olson/Getty Images)

Extreme weather events like Hurricane Ida are occurring with greater frequency causing damage to buildings, businesses, power lines, roads and more, stemming conversations about climate change and our impact on the environment and how such considerations should factor into investment decisions. “AccuWeather estimates that the price tag for Ida’s damage could reach $95 billion,” says founder, George Schultze in his most recent @Forbes blog post. Investors should keep this in mind when analyzing companies in certain sectors. Read the full post here:

Forbes 9.16.21

Universal Basic Income, Student Loan Forgiveness, and Crypto Craziness—Too Good To Be True?

A computer screen displays a site featuring cryptocurrency token sales and ICO (Initial Coin Offering) lists in Berlin on November 26, 2017. – Bypassing oversight of any kind, Initial Coin Offerings (ICOs) have sprung from nowhere to become a hugely popular way for start-ups to raise funds online, offering self-created digital “tokens” or coins to any willing buyer. (Photo by John MACDOUGALL / AFP) (Photo credit should read JOHN MACDOUGALL/AFP via Getty Images)

George Schultze, says right now the economy seems “too good to be true.” Student loan debt relief has been extended until January 2022, pilot programs such as Universal Basic Income (UBI) are giving out payments to California residents up to $600/month and the new Child Tax Credit promises to deliver up to $3,600 to families and children. Read more n George’s insights, including his thoughts on crypto in @Forbes:

Forbes 8.18.21

Decline in Defaults Doesn’t Mean We’re Back to Normal

Basement of a bank full of banknotes, at the time of the Mark devaluation, during the economic crisis, Weimar Republic (Germany), 1923. (Photo by Albert Harlingue/Roger Viollet via Getty Images)

In the past, low defaults rates usually signal that it’s a good time to invest in post-distress companies, and while that’s still probably true, it’s more important than ever for investors to carefully consider the risks before making such a move,” says George Schultze. This month, he shares his insights in Forbes on inflation, looking at the housing market, government spending, consumer savings and personal consumption

Forbes 7.13.21

Are the Apes Now Running Wall Street?

NEW YORK, NEW YORK – MAY 25: A kid poses next to the Fearless Girl statue outside the New York Stock Exchange during the coronavirus pandemic on May 25, 2020 in New York City. Government guidelines encourage wearing a mask in public with strong social distancing in effect as all 50 states in the USA have begun a gradual process to slowly reopen after weeks of stay-at-home measures to slow the spread of COVID-19. (Photo by Noam Galai/Getty Images)

The investing game is changing. CEO George Schultze discusses meme stocks such as AMC, which almost went bankrupt and now has a market capitalization of $41 million, along with GameStop that can move the index in any given day. Read more about the evolving investing space in his Forbes article:

Forbes 6.15.21