Industrial Market Update

Today I want to talk about something that looks like it belongs in an auto industry newsletter, but it’s actually a leading indicator for the broader economy, and it matters for real estate investors.Walk onto an auto dealer lot today and you’ll see a lot more sheet metal sitting ...  Show more

Today we’re looking at the book Abundance, by Ezra Klein, co-authored with Derek Thompson, published in 2025. Ezra Klein is a writer and editor. He has a columnist and editor at The Washington Post, a policy analyst at MSNBC, and a contributor to Bloomberg. He’s written for The N ...  Show more

The 2024 housing market isn’t turning out how most of us thought. At the beginning of the year, real estate investors were hopeful that mortgage rates would fall, affordability would return, and home prices would have a chance to stabilize before going back up. But none of those ...  Show more

There has been a lot of market movement in recent months, so as we exit the summer, what are the market stories and valuations that investors should be aware of?

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Welcome to Thoughts on the Market. I'm Andrew Sheets, Chief ...

Rapidly declining inflation poses a challenge to revenue growth and earnings. So what should investors look out for to identify the winners from here?

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Welcome to Thoughts on the Market. I'm Mike Wilson, Chief Investment Officer and ...

After the events of the past few weeks, earnings estimates look increasingly unrealistic and the bear market may finally be ready to appropriately factor-in elevated earning risks.

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Welcome to Thoughts on the Market. I'm ...