The bull and bear cases for housing, plus some data on AI, and deep thoughts on big bets on green.
![Image upload](https://cdn.commonstock.com/1fb4709603a9d5a3527681a03301a2ab7c0c768eab18d501fd6a9bfd04c05420-532x540.png)

 [https://www.therandomwalk.co/p/a-stork-in-our-side](https://www.therandomwalk.co/p/a-stork-in-our-side)

Rico

Thinks: AI adoption; Storks In Our Side or the bull/bear cases for real estate; Winds of Trouble or what the Right Stuff tells us about the IRA. Reads: Dynamism, Wrong Predictions, Builders, Boring Co

https://www.therandomwalk.co/p/a-stork-in-our-side

A Stork In Our Side

A stork in our side

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