Category Archives: Housing

The New Supply-Side Of Housing & Landlord Nation 2.0

Posted on December 5, 2023 by macromon

We are reposting a piece we wrote back in ancient days about how this housing bubble, or “everything bubble” would be different from the last (also see here). One major factor why the economy is holding up and not responding … Continue reading →

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Nonlinear Thinking: The Home Of The Future

Posted on November 10, 2022 by macromon

Geez, talk about an increase in labor productivity, one person building a dozen homes!  Go to 1:15 minutes into the video. 

Posted in 3D Printing, Housing | Tagged , | 1 Comment

County Median Home Prices

Posted on May 25, 2022 by macromon

The map [below] allows you to see the median home price for each county. Applying the House Price Index growth from FHFA to the latest housing data from the American Community Survey (ACS), we calculated a median home value for … Continue reading →

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Canadian Home Buyers In Bidding Wars

Posted on June 30, 2020 by macromon

About that deflation………. Lauren Haw, CEO of Zoocasa, speaks with Financial Post’s Larysa Harapyn about the state of the housing market across the country. To read this story and more: https://business.financialpost.com/ Subscribe to watch more Financial Post videos: https://bit.ly/3380Px3

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Curse Of The Magazine Cover Strikes Again!

Posted on February 24, 2020 by macromon

Wow, the Economist had almost perfect timing. After publishing the following cover on Thursday, the Nasdaq 100 is down 7 percent in two days.   Regression To The Mean So, is there anything to the Magazine Cover Jinx?    We … Continue reading →

Posted in Black Swan Watch, Equities, Housing, Inflation/Deflation, Uncategorized | Tagged , , , , | 1 Comment

Two Charts Keeping Us On The Beach

Posted on February 17, 2020 by macromon

I’ve seen fire and I’ve seen rain.  I’ve seen manias the public thought would never end. Until they do. This ain’t our first rodeo.  We have seen these types of asset bubbles many times during our career, especially when you … Continue reading →

Posted in Equities, Housing, Inflation/Deflation, Uncategorized | Tagged , , , | 10 Comments

Housing Supply Curve – The Big Shift Left

Posted on July 23, 2019 by macromon

Price up, supply down. Existing-home sales fell 1.7% to a seasonally adjusted annual pace of 5.27 million, the National Association of Realtors said Tuesday. Sales declined 2.2% compared with a year earlier, marking the 16th consecutive month of annual declines … Continue reading →

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The fall of FAANG (and other thoughts)

Posted on January 2, 2019 by macromon

FANGs haunted by worries over a “Splinternet.” Rana is very good.  Her book, Makers and Takers: How Wall Street Destroyed Main Street,  is a must read,  especially the chapter on how private equity, including the current Secretary of Treasury, dubbed The Foreclosure … Continue reading →

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The New Supply-Side Of Housing & Landlord Nation

Posted on May 23, 2018 by macromon

David Stockman tweeted the following Zero Hedge chart this morning. Clearly, a shift in the supply curve for new homes to the left. OK  – and some buying at irrational prices fueled by artificially low-interest rates and excess money.  The … Continue reading →

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Asset Markets, The Sports Illustrated Jinx, And The Dodgers

Posted on September 8, 2017 by macromon

Why do stocks and assets markets crash? Why is there is a Sports Illustrated jinx and magazine cover stories often signal a sign of a top or bottom of the subject being portrayed? Regression to the mean, or, more simply, … Continue reading →

Posted in Black Swan Watch, Equities, Housing, Inflation/Deflation, Uncategorized | Tagged , , , , | 23 Comments