Insights
Notes from the Bay Area — and life in between
Real estate guides when you need them, plus occasional personal notes on travel, food, and what I'm up to.
Global Macro
5 min readGlobal Economy Remains Resilient: Short-Term Outlook Notes for Silicon Valley Housing
A Japanese conglomerate research outlook still sees ~3% global growth despite Middle East risk, higher rates, and China’s slowdown — plus AI-led U.S. resilience and mid-6% India growth. Here’s the map and why it matters locally.
Global Macro
5 min readGlobal Forces Shaping Silicon Valley Real Estate
Beyond mortgage rates and inventory: India’s talent & wealth engine, Chinese demand for U.S. assets, and a more selective high-skilled immigration pipeline — what it could mean for Bay Area housing.
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