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governance

The Landlord Leviathan: REITs, Private Equity, and the Price of Shelter

The landlord is no longer the woman downstairs with keys—it is a spreadsheet that lives in Delaware and dreams in waterfalls. When REITs and private equity own the marginal stock, rent becomes the solution to a covenant, not a neighborly bargain. A systems anatomy of financialized housing.

Aug 9, 202528 min

governance

Shrink to Grow: The Buyback Paradox That Hollowed American Industry

Rule 10b-18 created a safe harbor for buybacks in 1982. What followed was not theft but diversion—each dollar buying back shares cannot build factories, train workers, or seed the future. A patient anatomy of the machine and the futures it withheld.

Aug 2, 202520 min