New business and investment activity

Talented individuals with access to capital will do well.

Artificially inflated asset prices will come down.

As they do, cash flow oriented assets will become improved investments.

Cash flow based businesses reliant on (previously) overpriced assets will become opportunities. At the right price a poorly performing asset or asset-based business is desirable to the entrepreneurial investor. This is because these will undergo steep value decline in the near term, and then will be priced “right” according to desirable cash on cash returns, and then the owned assets will eventually become expensive again in the market, at which time the business is free to alternatively sell or enjoy the scarcity of competition as weaker competitors are crushed by overpriced assets.

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