I listen to Mark Zandiās regular podcast. They talk about all this stuff and agree on the current weakness of the economic indicators, and general lack of inflation, especially when shelter of factored in correctly, which it is not. But they tend to think long rates stay high due to the deficit and tariff based inflation that is coming. Who knows if their crystal ball is any better than anyone elseās. But they seem to present data and projections with about the least amount of bias and spin that I can find.
Is it not an option to work out from under the broken brain pills? Itās been said in these esteemed pages that GoodRx might be what you are looking for.
We got ransomwared a couple years ago. Shut down our whole company for 3 weeks and we are a public company. Had to wipe and reconfigure laptops for all 5,000 employees. Then Covid hit the next month. Good times!
So that info regarding these companies being real estate related was from ChatGPT. I looked around online for info on them, found none. Went back to ChatGPT and the response was, oh yea, sorry, I was completely wrong about that. The info I gave you wasnāt remotely based on anything accurate. So thereās an example, I guess.
What is the windsurf stuff you are referencing?
All I know is Windsurf is online modeling for re Acq/Dev and Cursor is basically comps for re transactions.
Are they going to ruin my industry?
Ok Iām not sure what thread it was but Gil Bang brought up the Mike Campbell book that recently came out.
Reading it now on my current sabbatical in Maui and itās fucking fantastic. My advice is to drop whatever youāre doing and read this book stat. Preferably in Maui if you can. Just awesome.
Guy I work with put one on a while back that said Iām out from x to y. If your email is important, send it again after y. I need to circle back and reach out to connect and see if that worked.