Serious investment thinking that doesn’t take itself too seriously.
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 goes wild) when rates go up, SMBs borrow more? when rates go up, borrowers pay less(?) interest it’s never been a...
In institutional real estate investment, portfolio managers are typically deal-driven; they meticulously scrutinise various aspects of individual assets when assessing potential...
Discounted cash flow (DCF) modelling seems to be emerging as a mainstream valuation procedure in the United Kingdom. The November 2023 RICS paper “calls for…greater consideration...
The rent is too damn high. So it’s natural that many entrepreneurs, socially-conscious investors, and real estate operators want to solve the housing crisis by building and...
By the end of 2024, around 1.5 billion people will have headed to the polls to vote at elections across 50 different countries. But, arguably, the most important is to come. The...
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...
As investors start looking forward to a new US President next year, they are trying to assess likely policies. Trump and his MAGA campaign have been reasonably explicit, while...
Is the REIT a solution to real estate capital markets woes? The capital markets are a miracle. Global capital markets are a miracle. But let’s focus on the biggest and best of...
For those of us worried about America’s ability to manufacture things, there’s no shortage of worrying indicators to point to. Manufacturing employment has fallen by a...
Because there's no housing shortage, among other reasons. the brand new apartments with the biggest discounts all time high of new apartment supply new units staying on the...