Inflation Confined to Rest-of-the-World, Avoiding U.S.
The United States has this fascinating relationship with inflation — there is this school of thought that if we disrespect it,...
Buy vs Rent?
Now that the Spring home buying season is in full swing, I spoke with our real estate agent to see how the "surge" was going....
Liscio Report on NFP
I mocked yesterday’s NFP report, and a sizably stunning percentage of readers didn’t get the humor (and on a day off, too)....
Real Estate Day Synopsis
Yesterday seemed to be Real Estate day around here. A more eclectic set of posts in one place you are unlikely to find. (I hope to return...
Shiller on Housing
Today seems to be all about Real Estate. For those of you that follow this space, you definitely want to go read the latest work via Yale...
Real Estate Roller Coaster
Very clever visualization via SpeculativeBubble: US Home prices, adjusted for inflation (via Shiller’s Irrational...
The Pending Home Sales Contract Rally?
I was stunned to hear a few pundits proclaim yesterday’s rally was due to the 10AM announced real estate contract signings. That...
Cheapest Stocks in Two Decades based on Flawed Fed Model
There is a fascinatingly bullish article on Bloomberg yesterday, titled Cheapest Stocks in Two Decades Signal Bull Market. Its all about...
Final Q4 GDP: Goldilocks has left the building
Markets rallied yesterday morning on the Final GDP data, revised to 2.5% – up from 2.2% Preliminary report (2/28) but down from...