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"People hate to think about bad things happening, so they always underestimate their likelihood."

Recession Growth Fund

Recession Risk Management Thesis  

2024 Macro Views  

High energy prices and interest rates are setting off a wave of insolvency

 The Canadian economy is in recession now (SEP 24), and the US economy will be in full-blown recession at the end of 2025

US equities and Crypto will sell off noticeably into 2024 Elections 

Stagflation and DeGlobilazaion on the horizon for the next decade

Investment Focus

Distressed asset purchasing 

  • Industrial/Commercial Insolvency

  • Energy Infrastructure Service companies (Canada, USA)

  • Modern Logistics Infrastructure (IoT, UWB)

  • Battery Storage (TX,CA,NV)

  • Commercial Cargo E-bicycles -Last mile transport

Leveraging the insolvency process to acquire assets at 10-20% of wholesale value. 

  

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