One Big Thing One of my blogging topics is narrative violation. A narrative violation what happens when a piece of data runs counter to a popular story or trend. The classic example of this was the whole “millennials never want to own homes or cars” thing that was making the...
February 22nd – Deep Thoughts
February 10th – The Great Migration
What I'm Reading The Great Migration: A new report from JBREC suggests that An estimated 400,000 households will move specifically due to their work at home challenges. This segment will be dominated by young families, who report frustration with the limitations (noise, space, privacy) of their current setup for remote...
January 26th – Deep Hole
What I'm Reading Deep Hole: Nearly 20% of American renters are behind on payments. The typical delinquent renter now owes $5,600, being nearly four months behind on their monthly payment, includes utilities and late fees according to a new analysis from Mark Zandi, chief economist at Moody’s Analytics, and Jim...
January 25th – Rocket Fuel
What I'm Reading Rocket Fuel: Morgan Housel's latest piece about how COVID has substantially accelerated wealth and income inequality is an outstanding read and makes a strong case for an economic boom in the coming years - at least for some. This section on mortgage refinancings and the accompanying chart...