Daily ideas
Industry inflections · Aug 21
Bolivian Silver Mining Experiences Lower Dollar Costs After Currency FloatSantacruz Silver and Andean Precious Metals say Bolivia's currency float cuts dollar mining costs; about 85% of Santacruz's Bolivian costs are in bolivianos.
Industry inflections · Aug 21
Office Landlords See Market Rents Surpass Passing RentsDexus and Swiss Prime Site told August 2026 calls that market rents in their best-located offices now exceed passing rents, so lease expiries add income.
Industry inflections · Aug 21
Data Center Development Shifts Toward Developer-Purchased Power and CoolingGoodman and Prologis now buy the cooling and power equipment for the data centers they develop, a shift Prologis prices at about five times the capital.
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