25 Mar Kubhera Communications March 18, 2022
Kubhera will be hosting a Zoom Private Equity Webinar on Thursday March 31, 2022 at 6:30PM EST. Strategic Data Center is focused on acquiring, developing, and managing data center real estate assets to support the digital economy, cloud and mobile computing. Strategic Wireless Infrastructure Fund owns telecom infrastructure equipment such as cell towers, which enable 4G and 5G wireless connectivity.
Here are some factors that are on Kubhera’s radar right now:
Items that may impact corporate profits:
- Cost of leverage to increase as the Fed raises rates
- Commodity price action has been erratic, but trending upward
- Geopolitical and Covid impacts on supply chains
- Recession risk is real, especially if/when consumer spending weakens
- The return to the Fed’s targeted 2% run rate may be slow
- The Fed has a history of over-shooting its targets with their policies
- Home mortgage rates are ramping up quickly
- Rate-induced slowdowns in demand would slow home building
- Any house price reversion to the mean would negatively affect homeowner’s equity, and the consumer confidence associated with it
Your Kubhera Team:
Swamy, Ethan, Ganga, Roman, David, & Carmella
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