Serious investment thinking that doesn’t take itself too seriously.
The physical market cycle analysis of five property types in 54 metropolitan statistical areas (MSAs). So unique - GDP growth dropped 1.4% in 1Q22, yet the Federal Reserve still...
A physical market cycle analysis of four property typesacross 54 metropolitan statistical areas (MSAs) for 4Q2020. GDP ended 2020 at a negative -3.5% annual growth rate, after...
A physical market cycle analysis of four property types across 54 metropolitan statistical areas (MSAs) for 3Q2020. The V-shaped recovery happened (-32% GDP in Q2 then +33% GDP...
Assuming the U.S. elections still happen in November 2020– how might that affect the U.S. economy and investment returns going forward? While no one can yet predict...
The Physical Market Cycle Analysis of 5 Property Types in 54 Metropolitan Statistical Areas (MSAs). The economic expansion has been solid with 1Q GDP growth at 3.1%, which also...
The Physical Market Cycle Analysis of 5 Property Types in 54 Metropolitan Statistical Areas (MSAs). The 2018 economic expansion continued at a moderate pace with a slightly...