Four Horsemen of the Housing Apocalypse, Part 5: What It All Might Mean
June 23, 2022
At last, we come to the end of this dismal series. While it has been dismal, some of your emails and private messages have been
Articles filed under Playing Economist
Four Horsemen of the Housing Apocalypse, Part 4: On a Pale Horse – Political Turmoil
June 15, 2022
And when he had opened the fourth seal, I heard the voice of the fourth beast say, Come and see. And I looked, and behold
Taking the Under on Housing Prices Falling
June 14, 2022
A friend and subscriber who has been reading my stuff messaged me to ask why I do not believe the “home prices will fall” narrative.
Four Horsemen of the Housing Apocalypse, Part 2: On a Red Horse – Money Printer Go Brrrrr
June 8, 2022
In part 1 of this series, I outlined years of writing, thinking and speaking on the subject of legal issues and regulatory challenges facing the
Technology Deflation and Real Estate Business Models
January 17, 2022
Last week, I had what was probably my fifth conversation of the week with a proptech-brokerage-disruptor startup that went something like this: Save somebody (consumers,
A Contrarian Hot Take on 2022 Housing Market
December 27, 2021
I just saw this article from NAR Research come across my news feeds: Leading Economic and Housing Experts Predict Multiple Fed Interest Rate Hikes, Slowing
Why Is Anybody Buying Mortgage Backed Securities?
December 8, 2021
I’ve got a very busy week, but saw something on YouTube that made me want to explore a topic that I do plan on looking
The Implications of Financial Investors in Real Estate
May 26, 2021
Last month, I wrote a post wondering what financial investors might be thinking and noted that the post was almost entirely speculation: Yet, every single
Pandemic, Gen-Z, and Household Formation
January 21, 2021
Longtime readers know that one of my abiding interests is in household formation among the younger generations in US and Canada. I even have a
