Hunter
@lewisenterprises.bsky.social
Arena-adjacent, wannabe Jim Grant
Fredrick Weyerhauser obit 1914 "He knew lumber and men."
January 14, 2025 at 7:43 PM
Fredrick Weyerhauser obit 1914 "He knew lumber and men."
31% of the time, the market never falls more than 5% below the ATH.
January 2, 2025 at 2:30 PM
31% of the time, the market never falls more than 5% below the ATH.
January 1, 2025 at 9:37 PM
Bluebeard - Kurt Vonnegut (1987)
December 27, 2024 at 12:21 AM
Bluebeard - Kurt Vonnegut (1987)
Love 2 consume media, this is so great
December 20, 2024 at 2:18 AM
Love 2 consume media, this is so great
Industrial REIT multiples are getting pretty beat up. Most of these trading in the mid-5s cap rate range
December 19, 2024 at 3:59 PM
Industrial REIT multiples are getting pretty beat up. Most of these trading in the mid-5s cap rate range
"They don't ring a bell at the top"
December 13, 2024 at 12:33 PM
"They don't ring a bell at the top"
"The Corrections" by Jonathan Franzen (2001)
December 13, 2024 at 12:48 AM
"The Corrections" by Jonathan Franzen (2001)
Office doom loop?
December 10, 2024 at 10:59 PM
Office doom loop?
If you ask Jim Grant if he thinks inflation will pick back up, you're going to get a florid allegory about Appalachian coal country.
December 7, 2024 at 4:22 PM
If you ask Jim Grant if he thinks inflation will pick back up, you're going to get a florid allegory about Appalachian coal country.
New chart crimes about to drop!
December 5, 2024 at 2:31 PM
New chart crimes about to drop!
"Disintegration and the barriers to entry that intellectual property rights create allow the lead firms to control the vast bulk of activity in their value chains and appropriate the bulk of profits, while minimizing the risks of holding physical capital or employing legions of workers."
December 5, 2024 at 3:46 AM
"Disintegration and the barriers to entry that intellectual property rights create allow the lead firms to control the vast bulk of activity in their value chains and appropriate the bulk of profits, while minimizing the risks of holding physical capital or employing legions of workers."
I accidentally followed too many Brits on here
December 2, 2024 at 2:32 AM
I accidentally followed too many Brits on here
Unbothered. Moisturized. Happy. In My Lane. Focused. Flourishing.
December 2, 2024 at 2:04 AM
Unbothered. Moisturized. Happy. In My Lane. Focused. Flourishing.
"In an era when much greater fixed-asset investment is essential, the tax privilege of deducting interest expense should not be available to corporations using debt to lever up an existing income stream"
December 1, 2024 at 1:21 AM
"In an era when much greater fixed-asset investment is essential, the tax privilege of deducting interest expense should not be available to corporations using debt to lever up an existing income stream"
Ok so I put in the work and it turns out this is really stupid
November 29, 2024 at 10:36 PM
Ok so I put in the work and it turns out this is really stupid
At a pivotal T-day crossroads
November 28, 2024 at 7:12 PM
At a pivotal T-day crossroads
Active REIT managers trimming resi, industrial, and retail
November 27, 2024 at 2:03 PM
Active REIT managers trimming resi, industrial, and retail
Awesome economy, really great broad based productive stuff here.
November 25, 2024 at 4:15 AM
Awesome economy, really great broad based productive stuff here.