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The Skeptical Investor Newsletter

Substack
andreasmueller.substack.com· weekly· Published 2 days ago

A real estate investor's weekly newsletter that pairs mortgage rate and macro data with a skeptical read on headlines about housing, rates and markets. Each issue combines a short data check with commentary on policy, finance and deal-level investing judgment.

mortgage ratesreal estate investingrental propertyfed rate decisioninflationhousing shortagelandlord regulationanthropic iponashville housingskeptical investingfannie mae freddie machomebuilder sentiment
Platform
Substack
Frequency
Weekly
Latest issue
Oct 26, 2026
Language
English
Written for
Real estate investors and readers following mortgage rates and markets
Tone
opinion
Tracked since
Oct 29, 2026

Website: https://andreasmueller.substack.com