Earlier this week, the NYT discussed how the Real Estate boom had become a global phenomenon. Picking up that meme, both the WSJ and The...
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Julian Robertson predicts trouble ahead (May 2005): click for video "I am more disturbed than I have ever been in my...
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Interesting Real Estate/Housing discussion in, of all places, the NYT Week in Review. It turns out that "cheap credit worldwide...
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Heady stuff from across the pond: FT looks at the "convexity grab" earlier this week when the 10 year crossed (albeit briefly)...
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Prior to July 2003, mortgage refinancing activity seemed to track movements in interest rates fairly closely. Since then, however,...
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Greenie agrees that there is no Housing Bubble (which makes me nervous). Interesting observation from reader Rita: "Being a baby...
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Is this the Magazine Indicator at work? First Fortune, now Time Magazine: We’ve seen some terrific Contrary market calls from...
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One of the comments that came up repeatedly on the Housing is Not a Bubble column was the assertion that "You cannot short a...
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UPDATE: The original version of this is still available on Real Money (subscription only). The 2005 article details was a pushback...
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Did that title get your attention? Its barely an exaggeration: We’ve discussed — quite extensively — how stimulus...
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