One of the places I've been spending the most time thinking about and looking at is anything connected to commercial real estate (I mentioned some thoughts on malls here and I've covered some distressed prefs too). There's never been a dislocation like today's, with huge swatchs of the economy forced to close and all sorts […]
My wife and I have a joke about something we call "shower thoughts." Shower thoughts are thoughts that have some combination of complexity, deepness, and quirkiness; for example, yesterday her shower thought was "People under house arrest must feel so lucky right now; it's not even a punishment since it's what they'd have to do […]
