by Ross Bowler | Sep 30, 2025 | Baseline +
Supply and Demand The Law of Supply and Demand is a foundational principle of economics. As an example, consider that the supply of steel would be determined by the availability of iron (Fe) and the perceived demand for steel. The steel demand would, in part at least,...
by Ross Bowler | Sep 19, 2025 | Market Commentary
Market Commentary | September 18, 2025 Resuming the Path to Lower Interest Rates After a seemingly interminable 9-month pause, on September 17th, Jerome Powell’s Central Bank cut the Fed Funds rate by 25 basis points. As real estate is considered one of the most...
by Ross Bowler | Jul 30, 2025 | Market Commentary
Market Commentary | July 29, 2025 Persistence, Perseverance, and Patience Pay Off Being dedicated REIT investors, we try to cover and analyze every issue in our universe. For City Office REIT (CIO), that has meant a quiet following of the issue since its 2014 IPO....
by Ross Bowler | Jul 4, 2025 | Recent Reads
Recent Reads | What Went Wrong with Capitalism What Went Wrong with Capitalism By Ruchir Sharma Today, we are going to talk about the informative, well-considered What Went Wrong with Capitalism by Ruchir Sharma. I first considered posting this review more than six...
by Ross Bowler | Jun 23, 2025 | Market Commentary
Market Commentary | June 20, 2025 Navigating Uncertainty On June 18th, we found ourselves in good company. Central Bank Chair Jerome Powell spent much of his Wednesday afternoon news conference reviewing all the things the Fed does not yet know. Primarily, whether...
