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zLead Article

The Analyst

The secret to growth is… how the US has outperformed the OECD

by Moses Sternstein | Dec 2, 2024

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 you want to grow productivity, then grow the number of productive people you have. Productive people make things, like...

The Analyst

Offices haven’t hit bottom, yet

by Moses Sternstein | Jul 8, 2024

Distressed Office sales are the most common saleschecking in on vacancy and absorption ratesthe fabric of American life, forever changed (by longer distance living)not all...

Technology

What would you do if you had eight years left to live?

by Tomas Pueyo | Jul 1, 2024

As you know, I’m a techno-optimist. I particularly love AI and have huge hopes that it will dramatically improve our lives. But I am also concerned about its risks, especially:...

The Economist

Some UK political economic science

by Savvas Savouri | Jun 25, 2024

Housing and Taxation: The self over all others Whilst taxes levied on UK residential property are never out of season for the "water cooler conversation", the discussion is...

The Economist

Banks are playing it safe, sort of

by Moses Sternstein | Jun 24, 2024

In today’s dispatch: banks are lending lessbanks are also generating less revenue, and NIM continues to slide (for now)are Zombie banks good?bank exposure to non-bank lending is...

The Economist

The risk of rising CRE losses

by Bill Blain | Jun 17, 2024

Many, too many, have stood where I stand. Many more will stand here too. The markets have been casting a wary eye on rising CRE losses – figuring these may trigger a renewed bout...

The Analyst

Launch when times are hard

by Phil Bak | Jun 10, 2024

Bezos, Google's AI debacle, and how constraints rather than resources drive innovation. Money was tight. It’s hard to even imagine it this day and age, but it’s true. On Wall...

Residential Investor

More housing fixes (almost) everything

by Art Carden | Jun 3, 2024

Bryan Caplan does not write to be popular. He writes not for causes he thinks are likely to win but for causes that deserve to win. I’ve reviewed almost all of his books: The...

The Professor

Valuations and Write-Downs: Notes from a recent private meeting of USA real estate investors, thinkers and operators

by Norm Miller | May 24, 2024

Background: The Hoyt Institute is an invite only think tank based in North Palm Beach, Florida, where industry research leaders and academics partake in a few days of in-depth...

Head Of Research

52-week high and falling fast!

by Alan Carter | May 20, 2024

Bloomberg company news continually tells me that real estate shares are hitting a 52-week high. You’d have thought that was good news, and in a way, it is. But it rather masks...