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

Why I Think the Next Fed Move Is a Cut

Alan Greenspan let the 1990s economy cook on a productivity bet. Will Warsh hold the line like Greenspan did? + Why AI is NOT a job killer.

Andreas Mueller

Jun 22, 2026

Real Estate Investing

Inflation Reset.

Oil/energy prices floating back down to earth. It's time to think about what's next.

Andreas Mueller

Jun 15, 2026

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

The Skeptical Investor Newsletter

Featured Articles

Why I Think the Next Fed Move Is a Cut

Inflation Reset.

The $6.6 Billion Bet on Nashville

All Past Articles

Why I Think the Next Fed Move Is a Cut

Inflation Reset.

The $6.6 Billion Bet on Nashville

Revenge of the Seller's Market

The New Fed Wants It Both Ways.

The Skeptical Investor Newsletter