作者：三马3ma
今天投资相关报道合集分享，重点如下：
今天投资相关报道合集分享，重点如下：
- top 10 most populated cities started to have negative population grow since 2018，suburbs grow 2X faster than city before Covid19
- 同国债吹泡泡相反，美国家庭私人债务是过去六年来的新低，得益于新冠疫情期间的高储蓄/低消费
- 贝班老大的提早还贷策略
- M2 money supply spikes 20% to $18T at July，close to 100%GDP，Fed said they wont act to lower rate until seeing CPI crossed 2.5%，增加流动性印钞泵水刺激经济及良性通胀
- 加州Prop 15 （取消商业地产税基不能年增超过2%限制）预期会为加州州库带来12B 的收入，but the downside is possibly put a dead nail on much suffered small/mid size businesses using NNN leases
- NYC lost 500k residents to suburbs during pandemic，condo sales drop by 57% in July，high end hard hit the most，inventory at 17 months highest since 2010
- hundreds of retailers are using Chap 11 bankcruptcy filing to get out of long leases quickly with landlords
- US home ownership rate close to 68% highest level in 10 years，flight to suburbs is for real per LGI Homes CEO
- FHFA required those properties in Fannie/Freddic forbearance programs must notify tenant of their right and protection such as no eviction for nonpayment during pandemic
- 支持加州增加富人税的可以参照一下纽约市因为加税+新冠而陷入富人加速出逃的困境，过去一年纽约市的财富降低了$336B