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OER

May 28, 2022 By Asi de Silva

First Signs of Slowing Real Estate

We saw the first signs of slowing real estate activity this week. April new home sales dropped 16.6% MoM and home builder surveys show an uptick in cancellations. This slowdown is needed to cool the economy and ease inflation. Rents (aka shelter) is over 40% of the core-CPI index, and we need easing house prices […]

Filed Under: News, The Dispatch Tagged With: CPI, housing starts, insider trading, new home sales, NFTs, OER, QT, shelter inflation, US housing

March 12, 2022 By Asi de Silva

Crypto Executive Order Embraces The Industry

President Biden’s crypto executive order embraces the industry and illustrates how digital assets have become mainstream. It’s surreal to hear “the rise in digital assets creates an opportunity to reinforce American leadership in the global financial system and at the technological frontier…” coming from the White House. The various government departments and agencies are instructed […]

Filed Under: The Dispatch Tagged With: Andre Cronje, CPI, crypto executive order, crypto regulation, EU crypto ban, government surveillance, inflation, OER, PoW ban, rent inflation distortion, rents, shelter inflation

February 26, 2022 By Asi de Silva

Is the Ukraine invasion a buy trigger?

The question “Is the Ukraine invasion a buy trigger?” does not attempt to make light of the destruction and suffering in Ukrainian. Readers look to The Dispatch for investment observations, not malformed geopolitical ramblings. We shall aim to stick to our knitting even during this unfortunate time. The massive markets reversal on Thursday was a […]

Filed Under: News, The Dispatch Tagged With: bitcoin adoption, bitcoin donations, crypto narrative, equity valuations, home prices, LUNA, Luna Foundation, Market Outlook, Megacaps, mortgage, mortgage rate, OER, rent inflation distortion, rents, shelter inflation, SWIFT, Ted Cruz, Terra, Ukraine

July 17, 2021 By Asi de Silva

Rents Will Keep Core-Inflation High for Longer

Dispatch #23 – 2021 July 16th, 2021 This week’s Dispatch is going to focus on Inflation, to explain how rising rents will keep core-inflation high for longer. We’ll look at the composition of the CPI basket, what items are most heavily weighted and how price data is diverging from reality. Housing, the largest weight at […]

Filed Under: Blog, The Dispatch Tagged With: BofA crypto research, Capital Group, CPI, CPI components, crypto adoption, Elizabeth Warren, home prices, inflation, Marshal Wace, OER, rent inflation distortion, rents, SEC crypto letter, shelter inflation, Super Mario

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