

SUPPLY/DEMAND In recent years, industrial demand in the Puget Sound region of Washington State has been insatiable. Driven by our two major ports, Washington is the most trade dependent state in the country. Major companies are REQUIRED to do business here and...
Pierce County – The Final Frontier for Western Washington State Industrial Development

Lessons for real estate investing from downtown
Netflix has added twice as many new subscribers as it expected during lockdown. I am one of them, signing up to watch “The Last Dance”, a documentary based on Michael Jordan’s final season with the Chicago Bulls. I loved the series, reacquainting myself with childhood...
Lessons for real estate investing from downtown

Nobel Laureate Michael Levitt on the Lockdowns: “I think it is a huge mistake”
Michael Levitt is Professor of computer science and structural biology at Stanford Medical School and winner of the 2013 Nobel Prize in chemistry. He has been a close observer of the pandemic and the response from the outset through its movement to Europe, the U.K.,...
Nobel Laureate Michael Levitt on the Lockdowns: “I think it is a huge mistake”

Chart of the week: The Ultimate Chart for Asset Allocators
It’s a bit of a bold statement, but before we talk about why, let’s first of all go through what’s in it. The black line is my composite valuation indicator for treasuries, and it’s showing them just over 2 standard deviations expensive. The blue...
Chart of the week: The Ultimate Chart for Asset Allocators

The Climate Impact of Meat
When your ideology states that climate change is the most important thing facing the world and some pesky pandemic has the poor judgement to interrupt The Cause, you need to act fast. There must be something that connects the pandemic back to my virtue signaling...
The Climate Impact of Meat