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Real Holiday Gift From China?
I’m sure you have holiday shopping to do, so I’ll keep this short. You gotta love articles warning of further market downside after a 15% drop. When reading this Bloomberg article on gold, I just...
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2012: The Year of the Core
It’s that time of year again… that time when the axial tilt of earth’s polar hemisphere is farthest away from the sun; otherwise know as “The Holidays” or fiscal year end. This particular annual...
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The People of Iowa Have Spoken!
Well, 4% of them have; or about 122,000 people. Quite un-scientifically, I’m going to declare this group of people a distillation of the most enthusiastic/passionate members of the Republican party....
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Monetary Mobius
I don’t really know what a Mobius Strip is. Escher’s drawing, nevertheless, seems to capture this article’s description of current monetary policy. I think the media are generally chasing their...
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The Japanese Are Coming!
At least I hope they are, because we could use the capital. Just ask CalPERS about their commercial real estate portfolio. This article in Bloomberg describes how a Japanese firm participated in the...
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Newt, TIPS And Gold
Three quick thoughts for you: 1) The rise of New Gingrich in the republican primary race requires us to figure out how his policies will impact commercial real estate. Beyond the typical...
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Improvement
It’s easy to lose sight of actual news stories in the middle of primary season. While being bombarded with endless reports of only the most ridiculous, out-of-context comments from candidates and...
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Big Government Real Estate
http://www.noradarealestate.com/blog/government-handcuffs-real-estate-investors/ The good news, according to this article, is that multifamily assets are getting picked up on the offer side. As you...
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The Business of America is Housing
I saw an interesting headline on Bloomberg: “Geithner Says Fannie, Freddie Should Cut Some Principal.” Geithner is basically suggesting Fannie and Freddie (together, the “GSEs”), in an effort to “…...
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Rates, Rates, Rates
Just when you thought it was safe to go back into risk assets, Bernanke says he might not go for an even bigger punch bowl. A mixed metaphor, perhaps, but I think it captures how markets reacted to...
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