Our conversation yesterday — and the weak Existing Home Sales data — lead us to an inevitable question: Is a Housing Crisis...
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Existing-home sales fell 4.1% in July. That’s a hefty drop, although the annual pace of sales is still a relatively healthy 6.33...
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"Every time we’ve gone into a downturn in the home-building industry, they’ve always been longer and deeper than...
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The WSJ’s MarketBeat has an excellent summary on the Housing Starts data, titled House of Pain. The WSJ notes 4 relevant factors...
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The Liscio Report, via Barron’s Alan Abelson, notes the multiplier effect of each dollar spent on Housing. "We’ll...
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Look who’s caught up to reality: The economists who participate in the WSJ’s Monthly Economic Forecasting Survey: "This...
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NOTE: This Trading alert was originally posted at Ritholtz Research & Analytics on Thu 8/9/2006 10:16 PM EDT; An email went out...
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A large part of our Slow-Motion Slow-Down thesis has been based on Real Estate — the prime engine of economic growth the past few...
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“The lags between policy actions and their effects imply that we must be forward-looking, basing our policy choices on the longer-term...
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