Courtney Carpenter

That gap — between what was already proven in one market and what hadn't arrived in another — was the entry window. The question was whether we could move through it before it closed.

The earliest window in any market cycle is also the quietest. That's not incidental. It's the whole point.

By Courtney Carpenter, Founder — BlackSheep Strategic Advisory This morning I stood at my window and watched the mist move over the river. Autumn is just landing here, that particular smell in the breeze, clean and a little sharp, the kind that makes you breathe deeper without deciding to. My coffee was hot. The house was quiet. Mine. I noticed I was calm. And then I noticed I was suspicious of the calm. That low hum of waiting for something to go wrong, for the rug to shift under my feet. My...