Eggs Are Cheap Again. Electricians, Not So Much.
Monday, June 29
This week, we’re talkin’ the economy is growing faster than the economists gave it credit for, eggs are back near their pre-bird-flu price, and electricians are the new diamonds. The country is short hundreds of thousands of skilled tradesmen, and the gap is growing. Real estate up. Let’s get int...
Why I Think the Next Fed Move Is a Cut
Monday, June 22
This week, we’re talkin’ remembering Alan Greenspan and forecasting the new Fed’s actions, where oil/inflation are headed, a Nashville buyers market but with resilient price increases, and I go off on the luddite AI job loss claims. You won’t want to miss the ending. Let’s get into it.----- Toda...
Inflation Reset Here?
Monday, June 15
This week, we’re talkin’ Iran sidequest has (almost officially) ended but what happens to inflation for the rest of 2026? I go deep dive on oil, treasuries and interest rates. Let’s get into it. --------- Today’s Interest Rate: 6.58% (👇 .10% from this time last week, 30-yr fixed) --------- The We...
The $6.6 Billion Bet on Nashville
Monday, June 08
This week, we’re talkin’ a hot jobs report - that everyone hated, what if AI is actually adding jobs to the economy, and concrete trucks are multiplying like rabbits in Nashville. Let’s get into it.----Today’s Interest Rate: 6.66%(☝️ .10% from this time last week, 30-yr fixed)----The Weekly 3 in ...
The New Fed Wants It Both Ways.
Tuesday, May 26
Hello fellow BP Compatriots! This week, we’re talkin’ oil backs down below $100/barrel, home builders pull permits, and the new Fed Chair telegraphs what he has in mind for the future. Also: Nashville Class A rentals just turned positive, 6+ months ahead of peer Sun Belt cities. Let’s get into it...
Forget Inflation. Watch the Labor Market.
Monday, May 18
Hello fellow BP compatriots! This week, we’re talkin’ April inflation report ran hot at 3.8%, the bond market freaked out, mortgage rates whipsawed back to 6.65%, and the Fed-cut path got priced out. I’m taking the other side. Plus — the details on Nashville’s largest development project ever, Th...