Many years ago, Nelson's company Catellus was a major advertising client of mine who spent a lot of money branding their Mission Bay development in San Francisco and he has gone on to be one of the State's most cutting edge developers.
Here is his economic forecast. I agree with his assessments regarding growth - I too don't see a major slowdown but do expect some of those "dark clouds" reeling in some of the unbridled exuberance.
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