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The Skeptical Investor Newsletter

The Skeptical Investor Newsletter

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

Featured Articles

Insurance: Your Premium Went Up. Their Profit Tripled.
Real Estate Investing

Insurance: Your Premium Went Up. Their Profit Tripled.

Insurers just had one of their most profitable years ever, right as your renewal bill hit a record share of your mortgage payment. Plus: why Nashville’s soft market may be a closing window.

Andreas Mueller
Andreas Mueller
Jul 6, 2026
Eggs Are Cheap Again. Electricians, Not So Much.
Real Estate Investing

Eggs Are Cheap Again. Electricians, Not So Much.

Construction needs 349,000 more workers this year. Here’s what a permanent labor shortage does to supply, replacement cost, and rents.

Andreas Mueller
Andreas Mueller
Jun 29, 2026
Why I Think the Next Fed Move Is a Cut
Real Estate Investing

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
Andreas Mueller
Jun 22, 2026

All Past Articles

Insurance: Your Premium Went Up. Their Profit Tripled.
Real Estate Investing

Insurance: Your Premium Went Up. Their Profit Tripled.

Insurers just had one of their most profitable years ever, right as your renewal bill hit a record share of your mortgage payment. Plus: why Nashville’s soft market may be a closing window.

Andreas Mueller
Andreas Mueller
Jul 6, 2026
Eggs Are Cheap Again. Electricians, Not So Much.
Real Estate Investing

Eggs Are Cheap Again. Electricians, Not So Much.

Construction needs 349,000 more workers this year. Here’s what a permanent labor shortage does to supply, replacement cost, and rents.

Andreas Mueller
Andreas Mueller
Jun 29, 2026
Why I Think the Next Fed Move Is a Cut
Real Estate Investing

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
Andreas Mueller
Jun 22, 2026
Inflation Reset.
Real Estate Investing

Inflation Reset.

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

Andreas Mueller
Andreas Mueller
Jun 15, 2026
The $6.6 Billion Bet on Nashville
Real Estate Investing

The $6.6 Billion Bet on Nashville

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

Andreas Mueller
Andreas Mueller
Jun 8, 2026
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The Skeptical Investor Newsletter

Welcome to the Skeptical Investor Newsletter. A frank, hopefully insightful, dive into real estate and financial markets. From one real estate investor to another.

© 2026 The Skeptical Investor Newsletter.
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