Monday, July 21, 2025
“Encouraging” Signs for Rents Are Already Emerging
Is rental affordability finally improving for the average American renter? Moody’s Senior Economist Lu Chen joins us to discuss surprising...
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Book Review: The Behavioral Portfolio
The Behavioral Portfolio: Managing Portfolios and Investor Behavior in a Complex Economy. 2025. Phillip Toews. Harriman House. In The Behavioral...
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An Operating Costs Crisis That’s Driving Many Landlords Out of Business
In This Article Over the past year, the gap between the number of active sellers and active buyers has widened...
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Rethinking Research: Private GPTs for Investment Analysis
In an era where data privacy and efficiency are paramount, investment analysts and institutional researchers may increasingly be asking: Can...
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The Data Says the Market is Shifting—Here’s How Investors Should Be Adjusting
In This Article If you’ve been sitting on the sidelines, waiting for the right time to invest in real estate...
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The Little-Known Credit Holding Up the Clean Fuel Market
For investors watching the energy transition unfold, the surge in prices of compliance credits known as D3 renewable identification numbers...
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Mind the Inflation Gap: Hedging with Real Assets
Inflation expectations are skyrocketing. The University of Michigan Survey of Consumers shows that median forecasts jumped to 6.5% in April...
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Book Review: Cheaper Faster Better: How We’ll Win the Climate War
Cheaper, Faster Better: How We’ll Win the Climate War. 2024. Tom Steyer. Spiegel & Grau. In Cheaper Faster Better, Tom...
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