I am writing to you from Adelaide today, the capital of South Australia. I am following up some business here. Adelaide has a population of 1.4 million today. It is a vibrant and growing city.

Have I stumbled upon the smoking gun that will end up taking us all to the market peak? The tool that ends up compelling everyone to go all-in right at the worst possible time.

But right now, here is what I can tell you I’m on the lookout for. I am looking for anything in social media circles, financial print, and digital media that shows me a huge disconnect is underway.

Here’s a headline that jumped out at me this week: Dubai launches first licensed tokenized real estate project in MENA region.

Today’s newsletter is all about a court case. This is not something I usually write about. I mean, legal matters hardly scream real estate investment or stock trading, do they?

We have finally found our answer to the housing problem. And it’s all thanks to a professor of architecture! If you can believe that.

The property market is frozen solid. That doesn’t sound very spring-like, does it? So, what’s the reason?

You know, if VanEck wanted to impress me with their investment advice, they couldn’t have chosen a worse person to send it to than me!

If what I’ve found for you to read this article is any guide, it is arguably the most telling contribution that Trump will make his entire presidency. So, it’s time for you to buckle up.

I’m sure by now the full weight of the Trump tariffs on everything are front page news. And I’m certain too, if you are a stock investor or trader, it’s been quite a volatile ride recently.