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Tag Archives: Housing
Real Chance of Japan-like Housing Slump – Robert Shiller
Robert Shiller, who coined the term “irrational exuberance,” is one of our favorite economists. He really nails it here on the structural shifts taking place in housing. We agree there is a generational change going on in the sector where … Continue reading
Posted in Black Swan Watch, Housing, Uncategorized
Tagged Housing, Japan, McMansions, Robert Shiller
3 Comments
They’re Back………………
Well, not really. A good friend of the Global Macro Monitor sent this over yesterday, which reflects a modified version of the mortgages that drove the Housing ATM and economy before the bust. You can now refinance your home up … Continue reading
U.S. Economy Stuck in a Dog House
We stumbled upon this interesting chart from the Financial Stability Oversight Council’s 2011 Annual report which shows the share of owner equity in household real estate. It surprised us, not so much in that it is at record lows, but … Continue reading
Posted in Black Swan Watch, Demographics, Economics, Employment, Housing
Tagged Housing, Owner Equity
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Dead Wood No Longer
Take a look at lumber prices. In the days of traditional monetary policy in a normal economy, the Fed would lower interest rates and the construction sector would lead the economy out of recession. Lumber prices were a leading indicator. … Continue reading
Best Investment 2011: Default on Your Mortgage
It’s an absurd world. We have incentivized people to stop paying their mortgage and stay in the house as long as possible before eviction. The Wall Street Journal reports the average number of days since the average borrower in foreclosure … Continue reading
Global Macro Monitor 