

I am not surprised about the rift that occurred between me and Donald Trump, I always knew that his friendships are measured in months and though he said beautiful things about me, called me the Greatest American Writer in History, and he appointed me head of the...
Whistler and Rembrandt and Trump

The fate of federal buildings
As the government’s office portfolio faces dramatic cuts, what opportunities and challenges lie ahead? The Washington news cycle moves quickly, with major updates emerging almost every hour. DOGE’s activities frequently make the nightly news or local...
The fate of federal buildings

10 charts: the death of the Almighty Consumer continues to be premature
Transaction data, hotel bookings, value shoppers, booze hounds, student borrowers . . . we got it all checking in on the Almighty Consumer, tariff uncertain, or nay? transaction data says: ‘same as it ever was,’ hotel bookings, too value shoppers and ‘squeezed’...
10 charts: the death of the Almighty Consumer continues to be premature

Understanding water rights
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 have around water is in part because you can only live three or four days without it. So,...
Understanding water rights

Slower job growth has nothing to do with “policy uncertainty”
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 turn—look at the trends yourself! there’s really only one “uncertainty” signal, but...
Slower job growth has nothing to do with “policy uncertainty”