2min chapter

The Compound and Friends cover image

This Is a Hitchcock Horror

The Compound and Friends

CHAPTER

What's Going On, Man?

All of the stuff that we hoped was transitory is coming down. It's just not showing up in the data because inflation is so widespread. Look at the trend line for OER or for rents. It's still straight up. The comps are still pretty easy. I'll go close today. All right. Nick, what's going on, man? How was your summer? Because it was all work. So Nick doesn't watch sports or movies. He does markets. That's right. Did you read the Silk Road, by the way? Yeah. You did? It was your recommendation, right? I loved it. Why was it so good? Because we all grew up

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