Prologis playbook – how to model immigration and tariffs (Part Two)
Moving parts
Many of you will recall the children’s classic of “hide and seek”. Perhaps during school holidays, or family gatherings. Back in the days when children (and maybe some adults) actually played outdoors, rather than on a screen.
At the heart of this kids party institution is the ominous count-down to zero, announcing that the person who’s “in” is on the hunt to find their replacement.
There’s another ominous countdown winding its way through the business world right now, only this time it’s ...
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