english: I initially warned on this in September of last year and have been harping on it periodically almost every month since, most likely getting on somebody's nerves who is long CRE and unhedged.
non_english: うぐぅうぐぅうぐぅうぐぅうぐぅうぐぅうぐぅうぐぅうぐぅうぐぅうぐぅうぐぅうぐぅうぐぅうぐぅうぐぅうぐぅうぐぅうぐぅうぐぅうぐぅうぐぅうぐぅうぐぅうぐぅうぐぅうぐぅうぐぅぐぅうぐぅうぐぅうぐぅ