Category Archives: Housing

Canadian Home Buyers In Bidding Wars

About that deflation………. Lauren Haw, CEO of Zoocasa, speaks with Financial Post’s Larysa Harapyn about the state of the housing market across the country. To read this story and more: https://business.financialpost.com/ Subscribe to watch more Financial Post videos: https://bit.ly/3380Px3

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Curse Of The Magazine Cover Strikes Again!

Wow, the Economist had almost perfect timing. After publishing the following cover on Thursday, the Nasdaq 100 is down 7 percent in two days.   Regression To The Mean So, is there anything to the Magazine Cover Jinx?    We … Continue reading

Posted in Black Swan Watch, Equities, Housing, Inflation/Deflation, Uncategorized | Tagged , , , , | 1 Comment

Two Charts Keeping Us On The Beach

I’ve seen fire and I’ve seen rain.  I’ve seen manias the public thought would never end. Until they do. This ain’t our first rodeo.  We have seen these types of asset bubbles many times during our career, especially when you … Continue reading

Posted in Equities, Housing, Inflation/Deflation, Uncategorized | Tagged , , , | 10 Comments

Housing Supply Curve – The Big Shift Left

Price up, supply down. Existing-home sales fell 1.7% to a seasonally adjusted annual pace of 5.27 million, the National Association of Realtors said Tuesday. Sales declined 2.2% compared with a year earlier, marking the 16th consecutive month of annual declines … Continue reading

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The fall of FAANG (and other thoughts)

FANGs haunted by worries over a “Splinternet.” Rana is very good.  Her book, Makers and Takers: How Wall Street Destroyed Main Street,  is a must read,  especially the chapter on how private equity, including the current Secretary of Treasury, dubbed The Foreclosure … Continue reading

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The New Supply-Side Of Housing & Landlord Nation

David Stockman tweeted the following Zero Hedge chart this morning. Clearly, a shift in the supply curve for new homes to the left. OK  – and some buying at irrational prices fueled by artificially low-interest rates and excess money.  The … Continue reading

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Asset Markets, The Sports Illustrated Jinx, And The Dodgers

Why do stocks and assets markets crash? Why is there is a Sports Illustrated jinx and magazine cover stories often signal a sign of a top or bottom of the subject being portrayed? Regression to the mean, or, more simply, … Continue reading

Posted in Black Swan Watch, Equities, Housing, Inflation/Deflation, Uncategorized | Tagged , , , , | 23 Comments

Private Equity Coming To A Neighborhood Near You

Interesting piece in Wall Street Journal, which corroborates our last post,  The New “Supply-Side Economics” Fueling Asset Bubbles.   We argued institutional investors have been on a buying spree of residential housing for rental properties taking a massive amount of supply off … Continue reading

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TOTD: 12 Most Expensive Rental Markets

Source:  Wolf Street (TOTD = Table of the Day)

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A Recovery in China’s Housing Sector? – Stratfor

Stratfor Economy Analyst Mark Fleming-Williams and East Asia Analyst John Minnich discuss how China’s economy continues to slow despite an uptick in housing markets in some cities. For more analysis, visit: http://www.Stratfor.com (click here if video is not observable)

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