NAR: Home Prices Seen Rising in ’07
"After bottoming in the fourth quarter of 2006, existing-home sales are forecast to gradually rise through 2007 and into 2008, while...
Yield Curve: Its different this time
I love the serendipity when two separate analyses show up saying the opposite thing. Such was the case this weekend, when I was looking...
Plus 167k!
DOH! I thought I posted this before I headed out earlier today — here is a belated update ~~~Heckuva a number, Ben. As...
NFPayroll Day
A couple of things to keep an eye on when the NFP numbers come out at 8:30am this morning: 1) Consensus is 115,000 for new jobs in...
The Daunting Overhang of Unsold Houses
One would have thought that after the Frontline piece, we’d give Real Estate a rest for a while. But no, we can’t leave well...
Housing Bottoming ?
Some of the recent Housing data has been “encouraging:” • Sales for existing homes rose in November for the second straight...
Journalists, Heal Thyselves
As sub par as Retail sales were this holiday season, the Media coverage was even more disappointing. Perhaps I shouldn’t be so...
Producer Prices & Inflation
Tales of Inflation’s demise have been greatly exaggerated. PPI — the prices for finished goods, not raw materials —...
Inflation Vanquished ?
We have long used this platform to provide a reality check on some of the questionable errata we hear from various entities. It seems...
The best investment advice you’ll never get
I stumbled across a fascinating history of indexing in San Francisco magazine. It begins with an amazing discussion of how Google...