How millennials and baby boomers will impact the housing market in the years ahead.
Macro/Econ
Why I’m Not Worried U.S. Household Debt Is At Record Highs
The U.S. consumer is in wonderful shape.
12 of My Biggest Post-Pandemic Questions
What I’m thinking about in a post-pandemic world.
The Future of Bear Markets & Recessions
How fiscal policy will impact bear markets and recessions going forward.
We Need to Build More Houses
How to help the housing market.
The Psychology of Fighting the Last Crash
How lumber prices help explain investor actions following a crisis.
Why This is Not Another Housing Bubble
5 reasons this is not another housing bubble.
Can the Stock Market Crash During an Economic Boom?
Is it riskier to be bullish or bearish in the face of an impending economic boom?
How Could You Be Bearish on the Economy Right Now?
What happens now that we know economic growth is a policy choice?
The Biggest Economic Experiment in History
The fiscal stimulus numbers from the past year or so are staggering.