Serious investment thinking that doesn’t take itself too seriously.
Investment themes and trends
In case you missed it, Trump put the screws to China, while giving the rest of the world another 90 days to negotiate. Negotiate what? Unclear, but Random Walk thinks it’s some combination of buying more stuff from the US (or investing in the US); buying less stuff from China; and/or lending...
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...
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...
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...
And that's unfortunate, because the alternative is much worse. ADP blames soft jobs on “uncertainty,” but the data mostly says otherwise slow hiring is the trend, not a sudden...
There's no need to be beastly to the hun if the hun are being beastly to themselves. Who needs fake news when the real news is scarcely believable? The Daily Telegraph, Britain’s...
Sectors and stocks that are loved, hated, and everything in-between. Goldman published a hedge fund trend report, and while the signal is low, it’s still a roaring good time....
Rents rising the quickest, first-time buyer supreme, CRE lightening round. money in the cheap seats first-time buyers in crisis (lol, no) CRE lightening round love that dirty...
Tariffs appear to be the opening salvo of a wider plan to shake up global trade, but is this all a sign of American weakness not strength? The press usually treats a strong gold...
And the roles they all play in Thesis Driven’s Fundamentals of CRE course. The course will follow the trials and tribulations of eight characters who acquire, redevelop, operate...