The Skeptical Investor Newsletter

A frank, hopefully insightful, dive into real estate and financial markets. From one real estate investor to another.

All Past Articles

Real Estate Investing

The $6.6 Billion Bet on Nashville

Cranes up, jobs up, inflation cooling, and a record tourism year.

Andreas Mueller

Jun 8, 2026

Real Estate Investing

Revenge of the Seller's Market

For two years the story was a for-sale glut and a buyer's market. This week the data flipped negative, and almost nobody noticed.

Andreas Mueller

Jun 1, 2026

Real Estate Investing

The New Fed Wants It Both Ways.

The new Fed Chair walked into the White House on Friday and promised lower inflation and stronger growth. The bond market is still pricing zero cuts in 2026. Both can’t be true.

Andreas Mueller

May 26, 2026

Real Estate Investing

Forget Inflation. Watch the Labor Market.

Inflation is priced in, labor will drive interest rates from here.

Andreas Mueller

May 18, 2026

Real Estate Investing

Jerome Powell’s Last Friday.

Warsh Takes the Chair & Concessions Take the Rent.

Andreas Mueller

May 11, 2026

The Skeptical Investor Newsletter

Featured Articles

The $6.6 Billion Bet on Nashville

Revenge of the Seller's Market

The New Fed Wants It Both Ways.

All Past Articles

The $6.6 Billion Bet on Nashville

Revenge of the Seller's Market

The New Fed Wants It Both Ways.

Forget Inflation. Watch the Labor Market.

Jerome Powell’s Last Friday.

The Skeptical Investor Newsletter