We’ll Party as the World Ends
March 16, 2023
Writing has been very light. Who am I kidding? It’s been nonexistent. Part of it is that I’ve been very busy with projects, but the
Articles filed under Real Estate
Adam Neumann’s Flow: Stupid, Evil or Both?
February 13, 2023
I am a 100% free market capitalist. In fact, I’m an AnCap (anarcho-capitalist) with strong Austrian economics leanings. So it is rare that I run
What If Housing Affordability Is Not About Supply and Demand?
February 5, 2023
I’ve been thinking about this topic for a few years now, but felt motivated to write on it after reading Ryan Gorman’s Medium post announcing
The Mystery of the Housing Market in the Fall of 2022
September 29, 2022
I have to go back to work on a number of projects, but… I had to puzzle this out with you all in public. The
Higher Rates Lead to Healthier Housing Market? How?
July 14, 2022
This is a public call for help. I’m not ashamed to admit it. I spent the last month or so trying to understand the view
Four Horsemen of the Housing Apocalypse, Part 3: On a Black Horse – Recession
June 12, 2022
In part 1, we covered legal and regulatory challenges to the real estate industry. In part 2, we covered the insane money printing that has
Four Horsemen of the Housing Apocalypse, Part 2: On a Red Horse – Money Printer Go Brrrrr
June 8, 2022
In part 1 of this series, I outlined years of writing, thinking and speaking on the subject of legal issues and regulatory challenges facing the
Four Horsemen of the Housing Apocalypse, Part 1: On a White Horse
June 5, 2022
I haven’t written in a while. Part of it is being extremely busy with work, which I hope to be able to tell you all
Opendoor 1Q2022: The King is Dead, Long Live the King
May 8, 2022
[NOTE: I am long OPEN and have been for a while as the self-proclaimed Biggest Bull on Market Maker iBuying in the World. None of
