Category Archives: Housing

The New Supply-Side Of Housing & Landlord Nation

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

Posted in Housing, Uncategorized | Tagged , , , , , | 20 Comments

Asset Markets, The Sports Illustrated Jinx, And The Dodgers

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 , , , , | 21 Comments

Private Equity Coming To A Neighborhood Near You

Interesting piece in Wall Street Journal, which corroborates our last post,  The New “Supply-Side Economics” Fueling Asset Bubbles.   We argued institutional investors have been on a buying spree of residential housing for rental properties taking a massive amount of supply off … Continue reading

Posted in Housing, Uncategorized | Tagged , | Leave a comment

TOTD: 12 Most Expensive Rental Markets

Source:  Wolf Street (TOTD = Table of the Day)

Posted in Housing | Tagged , , | 1 Comment

A Recovery in China’s Housing Sector? – Stratfor

Stratfor Economy Analyst Mark Fleming-Williams and East Asia Analyst John Minnich discuss how China’s economy continues to slow despite an uptick in housing markets in some cities. For more analysis, visit: (click here if video is not observable)

Posted in China, Housing | Tagged , | Leave a comment

Foreign Investors in U.S. Real Estate

Good piece in the IBD last week on foreign investment in U.S. real estate. Money quotes: …“Many foreign buyers now see luxury U.S. real estate as a store of value,” said Dolly Lenz, CEO of her namesake real estate firm. … Continue reading

Posted in Housing | Tagged , | 2 Comments

London rents squeeze the young – FT

The soaring cost of London living is pushing the finances of young people to the brink. Katie Morley reports on how a number are now starting to question how much longer they will be able to call the UK capital … Continue reading

Posted in Housing | Tagged , , | 1 Comment

If Houses Traded Like Bonds

As the 10-year Treasury yield approaches 3 percent let’s take a look at the recent spike in mortgage rates and its micro impact on the housing market and average home buyer. The chart below shows 30-year fixed mortgage rates have … Continue reading

Posted in Housing | Tagged , , | 4 Comments

Stratfor: Global Effects of China’s Real Estate Lending

You think housing is an important sector in the U.S.? Stratfor reports real estate accounts for 14% of China’s GDP and housing construction is the source of 48% of the country’s steel consumption. Stratfor East Asia analyst John Minnich examines … Continue reading

Posted in China, Housing | Tagged , , , | 3 Comments

Mr. Irrational Exuberence on U.S. Housing

Remember,  it was Yale prof. Robert Shiller who was the original source of the term “irrational exuberance” and not, as everyone thinks,  Mr. Greenspan (see here).    His opinions are worth a listen as he nailed the top in both the stock … Continue reading

Posted in Housing | Tagged , , | 1 Comment