Economics | Haiku Partners

substack March 21, 2026

What Your Lease Portfolio Looks Like Through a Markowitz Lens

Large corporate occupiers have portfolios that represent a significant percentage of their expense base. Could one apply the tools used by portfolio managers to optimize lease portfolios in terms of cost and risk?

real estateeconomicsportfolioleasing

substack February 17, 2026

Don't Worry About the Government: Agentic AI vs the Bureau of Labor Statistics

This article is about having fun with agentic AI and government-supplied data. Yes, you read that right.

AIdata analysiseconomics

substack February 9, 2026

The $20,000 Truck and the Economics of Abundance

What happens when someone decides to attack every source of friction in an industry built on scarcity?

economicsdisruption

Articles tagged "Economics"

What Your Lease Portfolio Looks Like Through a Markowitz Lens

Don't Worry About the Government: Agentic AI vs the Bureau of Labor Statistics

The $20,000 Truck and the Economics of Abundance