Head Of Research
Do we still need real estate developers?
As we stop having kids, do we still need real estate developers? Regular Thesis Driven readers know that I’m as pro-housing as they come. Home prices and rents in the places with the most economic...
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The Storyteller
Another executive order from me
I’ve gotten a rave report from Bayfield, Wisconsin, that relatives of a friend slaughtered a hog and put on a pork feast for neighbours and that fresh pork compared to...
The Analyst
Understanding water rights
Water rights are key to the American West. What are they, how do they work, and where might there be investment opportunities? “I really think this emotional charge that we all...
The Analyst
Is China inventing big important things?
More thoughts on a great civilization at its peak. “We are amazed, but not amused” — Stevie Wonder The 20th century had a bunch of rising powers that all reached their peaks in...
The Analyst
It’s Not Fair: When investors ignore the signals
Buy low, sell high? It’s that simple, right? Of course, we know that it isn’t. But there are some simple heuristics that investors use when deciding whether to invest into real...
Head Of Research
Do we still need real estate developers?
As we stop having kids, do we still need real estate developers? Regular Thesis Driven readers know that I’m as pro-housing as they come. Home prices and rents in the places with...
Investor's Notebook
This Thing Will Fail: Trump will not restore the “strong gods”
“Men don’t care what’s on TV. They only care what else is on TV.” — Jerry Seinfeld N.S. Lyons is a popular essayist in the “national conservative” tradition. His...
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