Records, Rates, and the “Quiet” That Usually Isn’t
When the headlines are loud, you hedge. When they’re quiet, you hunt. Stocks are starting 2026 with record energy—but underwriting still has to stay sober. Today we cover the market tone, Asia’s mixed open, the rate tape (and why labor signals matter), housing demand bursts, CRE’s flight-to-quality, and major deal flow tied to AI infrastructure. Plus: a practical “hot sales idea” to turn refinance pressure into closed business, and a quick nod to SIMERP’s no-cost benefit that can save $630/year in taxes.
Until tomorrow, be the best human you can be.
~ Teresa Grobecker
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