Serious investment thinking that doesn’t take itself too seriously.
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...
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...
Random Walk stumbles into a culture war, but only for a moment. The New York Times spreads hateful dismisinformation about esteemed Private Capital manager, Jared Kushner...