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Macro Daily

How we’ll know if Trump is going to sell America out to China

by Noah Smith | Jan 13, 2025

Keep an eye on the export controls. They are the key. Trump isn’t even President yet, and already some people are starting to realize that they didn’t get quite what they hoped they were voting for. During his campaign, Trump promised angry consumers that his policies would “rapidly...

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...

The Analyst

Buying US Offices: Time to get greedy

by Phil Bak | May 13, 2024

You could buy a skyscraper for a million bucks. I still remember that, probably always will. A friend of mine, well connected in Detroit real estate, telling me how bad things...

Head Of Research

Private Equity and Private Credit: The next crisis?

by Bill Blain | Apr 29, 2024

After a Bank of England warning in April, you could be forgiven for thinking the whole $8 trillion Private Equity market and the even faster-growing Private Credit market is...

The Analyst

The state of the Uk listed markets

by Alan Carter | Apr 22, 2024

From the beginning of November – when the market decided that the Fed was hinting at rate cuts in Q1 of this year until the turn of the year – the quoted sector rallied by an...

The Analyst

To save itself, the US must cut “defense” spending

by Doug Bandow | Apr 15, 2024

Washington, DC is going through its annual budget charade. The US Congress is no longer capable of approving individual budgets and appropriations. Instead, a handful of leaders...