The Biggest U.S. Real Estate Markets
Every now and again, the traffic to specific posts surprises. Saturday’s "Shiller on the Housing Bubble" was just...
Monthly Home Sales Data this week
Reminder: Existing Home Sales data for the month of May is released on Thursday, while Friday will see New Home Sales, along with the...
Shiller on the Housing Bubble
Before we can discuss Real Estate, I want to address the somewhat internally conflicted position I have staked out on the Housing...
Global Real Estate Boom
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...
Julian Robertson interview
Julian Robertson predicts trouble ahead (May 2005): click for video "I am more disturbed than I have ever been in my...
The Global Real Estate Obsession
Interesting Real Estate/Housing discussion in, of all places, the NYT Week in Review. It turns out that "cheap credit worldwide...
The Convexity Grab
Heady stuff from across the pond: FT looks at the "convexity grab" earlier this week when the 10 year crossed (albeit briefly)...
Is ReFi activity slowing?
Prior to July 2003, mortgage refinancing activity seemed to track movements in interest rates fairly closely. Since then, however,...
Median Home Price
Greenie agrees that there is no Housing Bubble (which makes me nervous). Interesting observation from reader Rita: "Being a baby...
uh-oh: Time Magazine on Housing
Is this the Magazine Indicator at work? First Fortune, now Time Magazine: We’ve seen some terrific Contrary market calls from...