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I’m absolutely loving this.
The artwork on Pharma Food is amazing!! I took one look at it and was totally transfixed!!:)))
Fresno is in the California MegaRegion:
https://rpa.org/work/reports/defining-u-s-megaregions
https://www.governing.com/assessments/is-the-age-of-megaregions-finally-coming
I was under impression that Kenedy is anti gun. While he is an attractive candidate his position on 2A is a problem.
Attempting to connect the dots: 1) smaller banks tend to lend more, especially locally; 2) the CRE debt train wreck is likely a Opportunity Zone play; 3) the work from home mandates may have been part of the disaster capitalism for CRE; 4) the regional bank rollup to the Big 6 banks engineered by the Fed.
Do the next tranche of regional banks hold a huge portion of the CRE debt coming due over the next 2-5 years? Or do smaller community banks hold a large portion of that debt?
Brilliant question. Will keep an eye out for intelligence to answer this.