Wrote a short little thing about possible $CAKE metagaming its landlords this morning.https://lizardbrain.substack.com/p/corona-cheesecake-and-testing-the …
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Replying to @LAForeverHall
Great analysis. During the GFC the saying was banks were extending and pretending in CRE b/c they didn't want to foreclose. Landlords are also beholden to their creditors. Interesting how this can ripple through the entire marketplace. Enjoyed the pod w/
@jposhaughnessy too!1 reply 1 retweet 6 likes
Replying to @justinisreal @jposhaughnessy
Thank you on both counts, Justin! 
8:42 AM - 26 Mar 2020
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