2CompoundValue
@2compoundvalue
recovering CRE broker, over 1k transactions, across all asset classes. value add real estate sponsor. annon for my sanity, not yours.
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This clip from The Gambler is a wonderful reminder of the importance of being able to say “Fuck You”
JUST IN: 🇺🇸 Fed Chair Jerome Powell says December interest rate cut is "far" from certain.
Bonds have nowhere to go but sideways to up…
Citadel CEO Ken Griffin says investors are starting to view gold as a safer asset than the dollar, a development that's "really concerning" to him bloom.bg/4mUJHC9
"The Debasement Trade" since COVID: In USD: NDX up 165%, SPX up 102%, Home prices up 56%. In gold: NDX up 7%, SPX down 18%, Home prices down 37%. In BTC: NDX down 78%, SPX down 84%, Home prices down 87%.
Tonight, Culver City unanimously passed Single Stair reform, becoming the first city in California to legalize it by ordinance. They join Santa Monica, which approved Single Stair two weeks ago as an Alternative Method.
City of LA now considering stricter rent control: - Lower rent increase floor from 3% to 2%. - Lower rent increase cap from 8% to 5%. - Eliminate 1%–2% utility increase for landlords who cover gas + electricity. - Use CPI-Less Shelter index (excludes housing = lower increases).
10-Year Treasury down 4 bps currently @ 4.046% Studies have shown that a 3-handle on the 10-year is one of the best ways to have a healthy heart. Diet, exercise help - but a lower treasury is the best path to a healthy life.
Good stuff. Here's a simple way to see it - 10yr across rate cutting cycles. On avg, the typical 25 bp Fed cut lowers the 2y by ~17 bps and 10y by ~10 bp (7 bp steeper 2-10 curve). Just a rule of thumb over time...
It's only a capital call if it originates from the Capital Call region of France. Otherwise, it's just a sparkling preferred equity fund.
Clearly because of this slide in their deck... "Your honor, we have never made a capital call or lost investor capital..." "... Please explain these Pref Equity funds...." 🤡🤡🤡
SoCal industrial investors… June 2022: “Interest rates are going up. We are pencils down. Might as well take the summer off.” June 2023: “Too much economic uncertainty; pencils still down. Might as well take the summer off.” June 2024: “Not enough tenant demand. Waiting to…
0% AUM fee* 0% Performance fee** *2% annual tip required **20% tip on gains mandatory
Today is a "tell your grandchildren I was there" day in the bond market. 10-year yield At its low today (which was technically last night) it was down 12.5 bps from Friday's close at 3.87% It finished the day up 19 bps from Friday's close at 4.18%. --- Instances when the…
The Nasdaq 100 index is still positive over the last 12 months, but you wouldn't know it by reading X.
Hey @UPS wild idea for you? Should we build the worlds first drive thru UPS Store? Think how convenient it would be for your Amazon return traffic to be able to drop off a parcel through the window without leaving the customers vehicle. Maybe we co-brand with @DutchBros??
Pick up the phone. Got an issue? Don't send long huffy emails. Talk it out. I promise, this is a better way.
I’m convinced that if @elonmusk licensed the Tesla database road data from Tesla to insurance companies and cities. They would use AI to survey, prioritize and aggressively Report every unsafe roads/pothole to make road repairs WAY more efficient. Saves everyone money, makes…
JP Morgan asset manager Bill Eigen absolutely kills it on inflation. He suggests maybe we are at the neutral rate on bonds right now? He just nails it all period. I guess that’s why he runs $20 billion. Well worth watching👇
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