Posts filed under “Credit”

Dollar Value Inventory of Unsold Homes

Since we have New Home Sales at 10:00am this morning, let’s take a look at U.S. House Inventory, Priced in Dollars:


Total Inventory Value, New + Existing Homes  (in $ billions)

Chart courtesy of Macromavens via The Gartman Letter


Note the series of higher highs and higher lows.

That’s a pretty astonishing increase in total inventory value. I’m not sure if its based on the listed price or comparables, but either way, t implies that prices will be coming further down in U.S. Real Estate.

Category: Credit, Real Estate, Technical Analysis

The Making of a Mortgage CDO

Category: Credit, Derivatives, Real Estate

Shiller: Single-family Housing Market is “Grim”

Category: Credit, Real Estate

Not a Creature was Stirring . . .

Category: Credit, Real Estate

Money Supply Growth? Its Much Worse Than That!

Category: Credit, Currency, Economy, Federal Reserve

Coming Soon: Commercial Real Estate Crash

Category: Credit, Derivatives, Real Estate

Let the litigation begin!

Category: Credit, Derivatives, Trading

Authors@Google: Paul Krugman

Category: Credit, Derivatives, Economy, Real Estate

Read it here first: Incentives Distorting Home Prices

Category: Credit, Real Estate, Taxes and Policy

Fed to Curb Risky Lending (7 years too late)

Category: Credit, Federal Reserve, Real Estate