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SKY DROP INVESTMENT FUND
"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
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Industrial/Commercial Insolvency
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Energy Infrastructure Service companies (Canada, USA)
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Modern Logistics Infrastructure (IoT, UWB)
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Battery Storage (TX,CA,NV)
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Commercial Cargo E-bicycles -Last mile transport
Leveraging the insolvency process to acquire assets at 10-20% of wholesale value.
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