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20 Oct

Riskiest Housing Markets? (PMI Market Risk Index)

by Barry Ritholtz
Interesting (if understated) article in WSJ yesterday about the PMI U.S. Market Risk Index report; The PMI Index suggested that about...

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17 Oct

Inflation’s Demise Has Been Exaggerated

by Barry Ritholtz
Similar to Twain’s observation, reports of inflation’s death have been greatly exaggerated. Despite tales to the contrary, it is...

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17 Oct

Chart of the Week: Actual Housing Costs (w/o BLS Adjustments

by Barry Ritholtz
Before 1983, CPI measured housing inflation by looking at what it cost to own a home (house prices, mortgage, property taxes). After 83,...

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17 Oct

Back Out Housing Adjustments, and Core CPI = 5.3%

by Barry Ritholtz
Adjust this! We visited the issue of  BLS "Owners Equivalent Rent" in CPI back in May (and several times since). But we...

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11 Oct

Chart of the Week: Bloomberg REIT Index

by Barry Ritholtz
The Bloomberg REIT Index, a broad based REIT Index with 160 members, is testing critical support near the 195 level (red and green...

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10 Oct

Insolvency Epidemic

by Barry Ritholtz
The Sunday NYT observes the inverse correlation between hot real estate markets and bankruptcy filings. "A NEW bankruptcy law takes...

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3 Oct

Polling Homeowners (they do not have a clue)

by Barry Ritholtz
Jonathan Miller’s blog Matrix ("Interpreting the Real Estate Economy") has an interesting post (Consumer Reality...

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7 Sep

Manufacturing versus Real Estate

by Barry Ritholtz
Interesting chart via PIMCO’s Bill Gross, comparing manufacturing employment with tat of Real Estate agents. Recall we visited a...

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3 Sep

Housing Market Gives Cooling Sign

by Barry Ritholtz
I love beating the WSJ: In Friday’s paper, the article Housing Market Gives Cooling Sign covers many of the issues we touched upon...

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25 Aug

Global Investors Gobble Up Mortgage-Backed Securities

by Barry Ritholtz
Front page story in yesterday’s WSJ, titled " Housing-Bubble Talk Doesn’t Scare Off Foreigners." Funny thing is,...

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  • About Barry Ritholtz

      Barry L. Ritholtz is co-founder, chairman, and chief investment officer of Ritholtz Wealth Management LLC. Launched in...

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