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The “Agency” term being announced in the tech world expands on our American tradition of “Rugged Individualism” since the olden days and through the Reconstruction Finance Corporation in 1932… 

By Pucklore | February 24, 2025

… but I would like to know if this will hold during the next financial crisis. History suggests that the privatization of gains is usually met with socialization of losses during the crisis.  We all know what happened 17 years…

An Ode to the Old Pipe Fitters: Titans of Torque and Galvanized Fury

By Pucklore | January 18, 2025

Let’s talk about the real legends of the industrial age—those old steam pipe fitters who could twist a 4-inch galvanized pipe together like it was a twist-off bottle cap. If you’ve ever tried to take apart one of those rusted,…

A Letter to the Past: Please, Ladies, Skip the Wallpaper!

By Pucklore | January 18, 2025

Oh, how I wish I had a time machine. My sole mission would be to visit the women of the past—the ones with their floral patterns, their cheery stripes, and their questionable paisley choices—and beg them, on behalf of future…

We’ll have the Inauguration, but then when does the 2nd Trump Term Honeymoon end?  I think it’s this year.

By Pucklore | January 9, 2025

Eventually, there will be chaos in late 2025.  The blame game will start, and 10 year bonds across developed nations will continue sinking around the world.  It’s really the simple economics equations that work best.  Will $3T of mostly shorter…

Cap rates in the old glory grounds of the Midwest on nice single family homes are now about 6 1/4% for a regular market deal – at non rip-off rents.  You might get a 10% cap…

By Pucklore | December 3, 2024

fly by once in a quarter, but there will be zero to negative equity gain, and you’ll feel uncomfortable buying at the extreme top even though it’s a 10.  If we have a major crisis, is a Midwest 10% cap…

I’d like to mangle the last word of a quote from John Brown just before he was hanged at the dawn of The Civil War:

By Pucklore | November 3, 2024

“I… am now quite certain that the crimes of this guilty land will never be purged away – but with [meanness].” I’m not worried about the election winner. Trump will win. I am worried about a potential mental degradation… of…

Apparently, we aren’t supposed to analyze early voting. May we analyze shy Trump voter percentages?

By Pucklore | October 31, 2024

At this time in 2020 President Biden was polling 6 points ahead in Pennsylvania, 9 points ahead in Michigan and 8 points ahead in Wisconsin. And Ohio was tied. Respectively, at this point in time in 2016, Secretary Clinton was…

According to the battleground polls, JD Vance’s debate performance solidifies a Trump victory.  This will  give a short-term economic boost through mid-2025.

By Pucklore | October 11, 2024

However, I am beginning to see a little pushback towards higher rents.  Tenants are getting somewhat pickier in their demands.  I’m glad I keep them a little lower.  It helps the Tenant a little, and I am okay with that,…

A Trump victory is inflationary, and a Harris victory is deflationary. 

By Pucklore | September 17, 2024

I’ve lived on the border of Illinois and Wisconsin and have seen the effects of each state’s policies on my businesses.  Good luck getting your furnace guy to install a new water heater while he’s there in certain parts of…

I think the Fed should stay put on rates in September.  Some of the gloom may be attributable to the realization that we have 2.5 months left before the election, i.e., UNCERTAINTY.

By Pucklore | August 21, 2024

Once the election is over, and power is peacefully transferred, I think there will be a psychological relief bounce over some sort of CERTAINTY.  Rental demand is still strong in my area.  If Tenants move out, Landlords are indifferent and…

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