Abnormal Returns

JULY 26, 2023

wsj.com) CRE The tech office boom in New York City is waning. nytimes.com) Are people looking in the wrong real estate sector for credit risk? abnormalreturns.com) Research links: finding the right model. (cnbc.com) Companies Why some investors are fed up with Amazon's ($AMZN) big bets.

Financial Advising 130

Financial Advising Engineering Manufacturing Media 130

Abnormal Returns

JULY 25, 2023

vox.com) Weight discrimination is real. wsj.com) CRE Dror Poleg, "Office buildings are rightly perceived as more risky, and their income less predictable." drorpoleg.com) Offices are only a part of the commercial real estate universe. housingwire.com) Earlier on Abnormal Returns Research links: finding the right model.

Financial Advising 130

Financial Advising Media Engineering Sales 130

Calculated Risk

FEBRUARY 22, 2023

Note: This index is a leading indicator primarily for new Commercial Real Estate (CRE) investment. This index usually leads CRE investment by 9 to 12 months, so this index suggests a pickup in CRE investment in early 2023, but a slowdown in CRE investment later in 2023.

Investing 136

Investing Investments 136

Abnormal Returns

MAY 3, 2023

wsj.com) Finance Real estate technology startups are feeling the pain of the VC and CRE cycle. abnormalreturns.com) Research links: effective ETF strategies. (daringfireball.net) Autos Despite overall profitability, Ford ($F) lost some $722 million in Q1 selling EVs.

Financial Advising 130

Financial Advising Startup Economy Banking 130

The Big Picture

MAY 3, 2023

NPR ) • Dark Clouds Over Commercial Real Estate Don’t Frighten Allocators : Prices are down and dire forecasts abound, but asset owners plan to modestly boost their CRE exposure ( Chief Investment Officer ) see also The Building Boom Is Prolonging Market Pain : Construction employment is higher than ever—undermining bets the Fed will soon pivot.

License 264

License Planning Economics Accounting 264

The Big Picture

JANUARY 8, 2024

Inflation : I have repeatedly been pounding the table that inflation peaked in June 2022 ; that was a lonely position for a while, with a handful of people – Ed Yardeni, Paul Krugman, and Claudia Sahm come to mind – who also saw this happening in real-time. Data via Yardeni Research ). Zillow Research and Apartment List Rent Indexes.

Economy 325

Economy Banking Engineering Marketing 325

The Big Picture

JULY 18, 2023

And so I had a mentor on the desk who was a few years ahead of me and said why don’t you start coming in and doing research for me on the side, you know, we’ll pay you some nominal sum, I mean, I don’t know, it wasn’t minimum wage, but it wasn’t a lot more than that. I think was the acts on that stock.

Investing 130

Investing Investments Assets Insurance 130

Aleph

MARCH 25, 2023

Mar 24, 2023 Researchers did DNA testing on strands of Ludwig van Beethoven’s hair and found answers to questions about the composer’s health and family history [link] A temperamental genius who was a wreck as a man. link] For a few years, I enjoyed reading his research. Used carefully, it can do amazing things. Same for CTAs.

Banking 59

Banking Risk Management Government Accounting 59

The Big Picture

MARCH 12, 2024

Sean Dobson has really had a fascinating career as a real estate investor, starting pretty much at the bottom and working his way up to becoming a investor in a variety of mortgage backed securities, individual homes, commercial real estate, really all aspects of the finding, buying and investing in, in real estate.

Banking 141

Banking Investing Investments Marketing 141

The Big Picture

SEPTEMBER 5, 2023

WSJ ) Be sure to check out our Masters in Business this week with Jonathan Miller, CEO of Miller Samuel , a real estate appraisal and consulting firm he co-founded in 1986. His weekly email Housing Notes is widely read in both the appariasal and real estate brokerage industries.

Strategic Planning 257

Strategic Planning Government Consulting Retail 257

The Big Picture

SEPTEMBER 2, 2023

Pour yourself a mug of coffee, grab a seat outside, and get ready for our longer-form weekend reads: • The Real Story of Musk’s Twitter Takeover : In an exclusive excerpt from his new biography ‘Elon Musk,’ Walter Isaacson offers a behind-the-scenes look at one of the most surprising and controversial decisions of the mogul’s career.

Strategic Planning 161

Strategic Planning Startup Medical Economics 161

The Big Picture

SEPTEMBER 3, 2023

The Guardian ) • Paid Late, or Never: Painters, Builders and Brokers Hit by China’s Property Crisis : As a real estate meltdown ripples through the economy, small businesses and workers are owed hundreds of billions of dollars, and new projects have dried up. ( Without the freedom to play they will never grow up.

Strategic Planning 130

Strategic Planning Consulting Taxes Economy 130