The Big Picture

OCTOBER 8, 2022

? ?. Michael Levy is CEO of Crow Holding , a 75-year old real estate investment and development firm. Crow is the largest builder of multi-family apartment buildings in the United States. Previously, he worked in real estate finance and investment management at Morgan Stanley. Levy is currently a member of the Real Estate Roundtable, the Advisory Board at the Institute for Real Estate Operating Companies, and is an Urban Land Institute Foundation governor.

Financial Advisor 309

Financial Advisor Education Management Investing 309

The Reformed Broker

OCTOBER 8, 2022

Thanks for checking out piece from last Sunday “You weren’t supposed to see that” – it went crazy viral all over the place. I can’t believe how much feedback came in. Mostly in agreement with my conclusion but not all of it, there were some reasonable counterarguments too. And if you haven’t subscribed yet, don’t wait.

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Abnormal Returns

OCTOBER 8, 2022

EVs EVs are both computer and car. (avc.com) EV owners are not going to go back to a traditional ICE. (axios.com) Autos We're still not anywhere close to self-driving cars. (bloomberg.com) Car production is ramping up just as financing rates are ramping higher. (wsj.com) V2X technology is expected to appear in vehicles as soon as the 2025 model year.

Financial Advising 130

Financial Advising Food Media Economy 130

Calculated Risk

OCTOBER 8, 2022

At the Calculated Risk Real Estate Newsletter this week: • House Prices: 7 Years in Purgatory • Black Knight Mortgage Monitor: "Home Prices Down Again in August. Now 2% Off June Peak" • "For many [home] sellers, it likely feels like the rug has been pulled out from underneath them" • Apartments: Net Absorption Very Low in Q3, New Construction Deliveries Even Lower This is usually published 4 to 6 times a week and provides more in-depth analysis of the housing market.

Marketing 90

Marketing Marketing 90

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Accounting

Random Roger's Retirement Planning

OCTOBER 8, 2022

The FOMC has botched this thing so badly by waiting so long to start a hiking cycle or more correctly stopping desperately "printing" mode when they should have that we now have headline inflation still sky high, underlying, more leading price indications now rolling over (shipping rates have imploded as has lumber), GDP that has been contracting (maybe it won't for Q3?

Retirement Planning 76

Retirement Planning Clients Retirement Planning 76

The Big Picture

OCTOBER 8, 2022

The weekend is here! Pour yourself a mug of Volcanica coffee, grab a seat by the window, and get ready for our longer-form weekend reads: • Why You Hate Your Job : A theory on the function of b t jobs: to maintain the illusion of meritocracy and to provide status and prestige for elites. ( Current Affairs ). • You weren’t supposed to see that. I’m going to tell you a quick story in the order in which it happened.

Commission 280

Commission Food Government Sales 280