JP Morgan Chase CEO talks about cockroaches
What’s in the cards ahead for Commercial Real Estate?

“We contend, that for a nation to try and tax itself into prosperity is like a man standing in a bucket and trying to lift himself up by the handle.”                                                 ~Winston Churchill Oil prices are rising, supply chains are straining and everyone is proceeding with caution. Only one in

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David Letterman
Half the People you Meet are Below Average

David Letterman kept a stack of cups in his dressing room – each one represented a completed show. What matters is what you’ve DONE – not what you intend to do. He’s not counting down and removing cups the way you would cross things off a to-do list. He’s simply

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November 2025 monthly letter
Banks, Bubbles and old Birds

The first Thanksgiving celebration lasted three days. Today, Plymouth Rock is only the size of a car engine. It has cracked three times over the years, getting smaller each time. Speaking of rocks, Nick lost his grandmother and I, my mother, a couple of weeks ago. At 87, she had

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October 2025 monthly letter
Show-and-Tell Magic

In an effort to bring them down, a couple of weeks ago the Fed cut rates by a quarter-point (25 basis points). Yet, as if by magic, the 10-year Treasury note rose by 2 basis points to 4.127% and the 30-year Treasury added 2.5 basis points to 4.745%. Hmmm…what happens

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September 2025 monthly letter - CDC
Turning Lemons into Lemonade

The United States… has already reached the foremost rank among nations, and is destined soon to out-distance all others in the race. In population, in wealth, in annual savings, and in public credit; in freedom from debt, in agriculture, and in manufactures, America already leads the civilized world. ~Andrew Carnegie,

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August 2025 Monthly Letter
Why you should read your lease carefully

This creative tenant was delivered his lease in a Word document and decided to sneak in an extra clause. I am now considering adding this to all our future listings! Then I could look forward to cakes every August! You may have read this month that Lynsi Snyder, the heir

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