Serious investment thinking that doesn’t take itself too seriously.
BREAKING NEWS: researchers have now quintupled the housing shortage!!! prices came down loving that used-home smell small houses, all the rage Biggest housing shortage of all...
When the shortage bros accidentally demonstrate that zoning is a trivial part of the story. Random Walk will make it two antagonistic posts in a row. Enjoy. housing shortage...
More people, more growth Longtime Random Walk readers know that babymaking and people-growth (and/or the lack thereof) are very important things. It’s pretty simple, really: if...
Commercial real estate turning a corner? CMBS special servicing rates keep rising (and that’s good) net-new distress is smaller conditions are getting Sloos desiderata on REITs,...
Just some mysteries from the world of borrowing, risk, and price signals. And we’re back, after a marathon Jewish holiday season. lossmaking smallcaps increase (and the crowd...
back to the [coffee] grind hybrid reigns supreme, but some blacksiding at the water cooler 10 best commute times congestion winners and losers . . . woe to Denver Congestion on...