Blog Archives

Minutes by Minutes - FOMC

Federal Reserve angry with Jerome Powell

Hey, don’t you worry, I’ve been lied to

I’ve been here many times before

Girl, don’t you worry, I know where I stand

I don’t need this love,

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Flossing away that Gnawing Feeling in 2022

housing flossing 2021 gone

2021 is now in the history books and it should be a year worthy of study and reflection. We had to work through a full year of Covid and the huge collateral damage that it has done to people’s physical and mental health,

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Passing the Baton

investor passing the baton

I was going to do a bit of a travelogue from my trip to London but one vital lesson I have come to learn in life is the importance and power of commitments. When one makes a commitment then it often requires preparation to honor that commitment.

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Energy Crunch - The Co(a)ld Hard Facts and Opportunities

Energy Crunch - The Co(a)ld Hard Facts and Opportunities

One can see that natural gas has gained the most market share of the world energy supply between 1973-2019. Oil’s share has dropped quite significantly during this same time frame. With that being said the second chart shows that it has still grown materially but not nearly as much as natural gas and nuclear.

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Space, the New Frontier

Space Real Estate migration

Urban locations with great walkability were in great demand…until Covid hit. These locations became far less desirable as congregating was either not allowed in large numbers or people didn’t want to gather together in close quarters for fear of exposing themselves to Covid.

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What Is Top of Mind? Housing or Inflation?

Housing Inflation

The answer? See for yourself, is it inflation or housing or both?

If Google Trends are any indication then inflation has been a top-of-mind topic.

Inflation

CPI – Consumer Price Index

This is not surprising as one has to be a survivalist living far away from civilization and fully self-sufficient to have not been impacted by rising prices and slower delivery and service times.

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Hot and Hotter

hot housing market and apartment market

I wanted to return to the subject of housing and share some of the latest graphs related to the single-family and multifamily markets. I’ll start with the single-family sector.

Demand continues to be strong but it has decelerated from the torrid Covid-catalyzed pace of 2020.

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Labor Market Inflection Point

unemployment

Last week was my 34th anniversary at CWS. I have been so fortunate to have had the opportunity to work with so many wonderful people over all of these years and to be blessed with my amazing partners Steve and Mike.

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The Cost of Verbosity Amplified by Succinct Graphical Displays of A Strongly Improving Apartment Market

Apartment Market

Mark Twain once said, “I didn’t have time to write you a short letter, so I wrote a long one.”

When writing (and speaking) it’s fairly easy to let the words flow without much regard to precisely communicating. If one gets into a stream of consciousness state it can be helpful for the writer and speaker to release what’s welling up inside but this may not be what’s best for the reader or listener in terms of communicating clearly,

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You Can't Divorce the Observer from the Observed

separating the observed from the observer

I keep focusing my blog posts on economic data via chart representation because we’re in one of those times that needs to be monitored closely for trend reversals (disinflation to inflation) and a change in the Fed’s reaction function (supporting Main Street vs Wall Street).

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