Mispriced Assets (on Substack)
Region: US
Thursday 11 June 2026 04:55:42 GMT
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jwahoney :
Banger, not enough financial commenters drawing parallels between today and mid-2007
2026-06-13 02:56:20
4
Ziggystrdst :
Bars on bars of financial insight
2026-06-11 05:51:19
21
kevinmonaghan79 :
This will play out 2030-2033. Many new highs before then
2026-06-13 13:22:04
0
Exconn Capital :
Scott Galloway has a similar point on this issue
2026-06-13 12:49:01
0
Everything overboard :
Dude the infrastructure requirements are going to eat up all this money
2026-06-11 05:26:46
5
wh3at5 :
Only understood about 50% but would love to learn more and sounds like Groupon is a BUY
2026-06-12 04:23:04
0
SamirN98 :
What asset classes do you recommend as a bellwether against private credit/leverage
2026-06-12 06:11:19
0
Heath Braden :
What podcast is this
2026-06-12 14:19:45
1
grantinvests :
I’m in CRE and the leverage is crazy. We historically viewed CRE as less risky because it’s a hard asset. But these assets have limited growth, rising costs, and floating debt. It’s all amend and extend on these properties whose debt is now greater than or near the value. Blood hasn’t hit yet it feels but eventually bill should become
2026-06-14 20:54:07
1
Adam🇬🇧🇪🇺 :
👏👏👏
2026-06-11 14:21:57
2
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