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Category: real estate

Hong Kong Hijinks: Here Comes A Bursting Property Bubble

September 27, 2018September 27, 2018

“This is fine.”

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From Miami To The UK: Here Are The Penthouses And Homes Being Bought In Bitcoin

December 16, 2017

“PRICE? ONLY ACCEPTING BITCOINS”

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Goldman Is Worried About America’s $2 Trillion Commercial Real Estate Problem

June 8, 2017

“In addition, over $1.1tn of CRE loans have been securitized and sold in commercial mortgage backed securities (CMBS) products, over half of which are held in non-agency securitizations that are not insured against credit losses.”

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Guest Post: An E.T.A. For The Man With The Pin

May 17, 2017

“I find it funny how with all this printing, market participants are surprised when the price of assets rise.”

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Guest Post: The World’s Worst Market Timer

April 21, 2017

Whatever you do, make sure you keep in mind that the world’s worst market timer (the government) just cried “Uncle.” The proper trade is to assume they will make a mess. A big one.

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Monthly Letter

  • The Arbitrageur

Recent Comments

  • derek on The Dark Side Of Liquidity: The Genealogy Of The AI Arms Race
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  • therealheisenberg on The Dark Side Of Liquidity: The Genealogy Of The AI Arms Race

Monthly Letters

The Arbitrageur

October 29, 2026October 29, 2026

To Be Happy

September 4, 2026September 4, 2026

Hell Or High Fashion

July 3, 2026July 3, 2026

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