Comparing housing markets around the globe.

What needs to happen for inflation to stick around.

Implications of shorter and shorter recessions.

What if this is as good as it gets in terms of boom times?

The one factor that’s causing housing, stock and bond prices to rise.

How millennials and baby boomers will impact the housing market in the years ahead.

The U.S. consumer is in wonderful shape.

What I’m thinking about in a post-pandemic world.