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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We were recently asked why we have become so "Real Estate obsessed." That’s the wrong question. Given how significant...
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On Saturday, we mentioned Alan Abelson quoting of Don Tomnitz, CEO of the No. 1 home builder, D.R. Horton. If you stopped reading after...
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Barron’s Alan Abelson discusses one of our favorite subjects: the Housing slowdown. In particular, note the commentary from...
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Our discussion of Interest Only Mortgages this morning was incomplete without an accompanying graph. Here is the accompanying map...
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We noted earlier in the year (here and here), that the $2 trillion in mortgage resets won’t impact the consumer as much as many...
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The dismal set has gotten all hot and bothered over the preliminary ADP data, thought by some to be an early read on the NFP report....
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Carl Haefling is a portfolio manager in Bainbridge Island. He is a deep value player in small and micro cap stocks, biotech and medical...
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Alan Abelson hits on a favorite theme of ours: Bad financial advice given by a certain former Federal Reerve Chairman: "ANYONE KNOW...
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