3 Comments

Insight into the percieved housing shortage:

https://spotifyanchor-web.app.link/e/YF26J3RhmJb

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Do you have any concerns about office defaults sparking a bank crisis?

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Very good analysis Caleb. Would love historical data on what happens when rates get cut even minimally. Has it and might it cause a supply and demand imbalance and in which favour?

Thanks

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