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I guess median numbers are a terrible metric to use since house prices on the east/west coast have ~2-3x'd since 2008. Michael Saylor says there is now at leas
by bingbong70 5y ago
I guess median numbers are a terrible metric to use since house prices on the east/west coast have ~2-3x'd since 2008.
Michael Saylor says there is now at least a 15-20% annual inflation hurdle that he has to overcome (~2019-2021). He uses 10 year treasury bond yields, house prices, healthcare, education and a few other metrics to come to his number. My calculations (~20-25%) roughly line up with his.
All things considered, I trust his calculation method more than plebs that have little real exposure to markets, very few assets under management, and no shareholders to answer to.
How Michael Saylor Defines Inflation, Risk Premiums and Hurdle Rates - https://youtube.com/watch?v=sw3kVeE1Pxg https://youtube.com/watch?v=sw3kVeE1Pxg