July 25, 2017

Perspective

WSJ – Daily Shot: Amazing Maps – Median age by continent 7/16

WSJ – Daily Shot: FRED – US Department Store Sales 7/16

WSJ – Daily Shot: Valuewalk – Global Bitcoin Mining Energy Consumption 7/20

WSJ – Daily Shot: howmuch – Cost of Olympic Games 7/20

WSJ – Daily Shot: Number of US Colleges that award federal student aid 7/21

Worthy Insights / Opinion Pieces / Advice

WSJ – Daily Shot: Bloomberg Businessweek – US Private School Enrollment Rate by Family Income bracket 7/21

The Registry – Over-Storing America – John McNellis 7/24

  • Developers are going to develop. Cities without structural advantages are going to seek activity for activity’s sake. Sought after locales will seek to keep nearly anything and everything from being built. And as a result, some places are over supplied – so much so, that the aggregate whole is over supplied.

Real Estate

WSJ – Daily Shot: Pew – US Share of Households who rent 7/20

WSJ – Daily Shot: Credit Suisse – Office & Retail Cap Rate Trends 7/23

WSJ – Daily Shot: John Burns RE Consulting – Construction Hourly Wages by Trade 7/23

WSJ – Daily Shot: John Burns RE Consulting – Construction Labor Shortages 7/23

WSJ – Daily Shot: John Burns RE Consulting – US Housing Supply Overview 7/23

Energy

WSJ – Daily Shot: eia – US Crude Oil Production by Region 7/20

Finance

WSJ – Daily Shot: Haver & IIF – Central Bank Liquidity Injections 7/19

China

NYT – In Urban China, Cash Is Rapidly Becoming Obsolete – Paul Mozur 7/16

  • “In 2016, China’s mobile payments hit $5.5 trillion, roughly 50 times the size of America’s $112 billion market, according to consulting firm iResearch.”

Other Links

WSJ – Daily Shot: Vox – Marijuana laws in the US 7/20

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