The Apartment Glut Is Going Keto
Monday, July 27
Welcome to the Skeptical Investor Blog on BP. A frank, hopefully insightful, dive into real estate and financial markets. From one real estate investor to another. Today's Read Time: 9 minutes--------This week we're talkin' supply: the apartment glut that appears to be dying of natural causes, th...
The Curious Case of the American Non-Worker
Monday, July 20
This week we’re talkin jobs: the ones the economy is shedding, the ones people are moving across the country to find, and the ones swinging hammers 651 feet above downtown Nashville. Plus, a record 105 million Americans are now neither working nor looking. Who they are, why they left, and what it...
Article #100: A Multifamily Special + A Report Card
Monday, July 13
We did it, 100 articles! Before we do anything else this week: thank you for being here. Thank you for reading… or… at least asking your AI to summarize it for you. :-) If nobody read this, I’d probably just…. well I may do this anyway. But it’s been great having you along for the ride. Keep br...
Insurance: Your Premium Went Up. Their Profit Tripled.
Monday, July 06
This week, we’re talkin’ the weak jobs report but now with AI, homebuilders slamming the brakes, a city that just made building easier, and then a deep dive back into a beast I first hunted eighteen months ago: the insurance industry. Spoiler alert: insurance companies suck. Let’s get into it. -...
Eggs Are Cheap Again. Electricians, Not So Much.
Monday, June 29
This week, we’re talkin’ the economy is growing faster than the economists gave it credit for, eggs are back near their pre-bird-flu price, and electricians are the new diamonds. The country is short hundreds of thousands of skilled tradesmen, and the gap is growing. Real estate up. Let’s get int...
Why I Think the Next Fed Move Is a Cut
Monday, June 22
This week, we’re talkin’ remembering Alan Greenspan and forecasting the new Fed’s actions, where oil/inflation are headed, a Nashville buyers market but with resilient price increases, and I go off on the luddite AI job loss claims. You won’t want to miss the ending. Let’s get into it.----- Toda...