3 Comments
User's avatar
Sober Christian Gentleman's avatar

Insight into the percieved housing shortage:

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

Expand full comment
s2da's avatar

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

Expand full comment
Adamo De Napoli's avatar

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

Expand full comment