Real Estate and the Post-Crash Economy


John Mauldin took the weekend off, so I offered up the most recent Market Commentary from RR&A as a guest piece:  Real Estate and the Post-Crash Economy.

It is a dissertation that puts the real estate boom into some context:

Real Estate and the Post-Crash Economy
The Backwards Cycle
The Economy Drives Real Estate, or Vice Versa?
Where the Real Money is: Consumer Spending
Slowing Housing Market and the Economy

It a fairly comprehensive analysis, laden with charts and statistics, many you may not have seen before.

Its a 4 day weekend, so you have plenty of time to sift through it. (So far the feedback has been rather kind).


Category: Economy, Employment, Investing, Markets, Psychology, Real Estate

Delusional Raging Bulls ?

Category: Markets, Psychology, Technical Analysis

Norah Jones: Not Too Late

Category: Digital Media, Music

BP Visitors

Category: Weblogs

ICSC Retail Sales Data

Category: Consumer Spending, Economy, Psychology, Retail

Housing Bottoming ?

Some of the recent Housing data has been “encouraging:” • Sales for existing homes rose in November for the second straight month; • New single-family homes rose 3.4% in November (seasonally adjusted), following a 3.8 percent decline in October; • Inventory backlog declined to a 6.3-month supply in November (from 6.7-months); •  The 4 week…Read More

Category: Data Analysis, Economy, Real Estate

Peter Gabriel – Solsbury Hill

Category: Music

St. Louis Fed’s Monetary Trends

Category: Economy, Federal Reserve, Fixed Income/Interest Rates, Inflation

Truck Tonnage Plummets

Category: Economy

Nasdaq Trend Break

Category: Investing, Markets, Technical Analysis