Why aren’t there any new starter homes being built for $200k or less?
Macro/Econ
Inflation vs. Wages
What needs to happen for inflation to stick around.
The Shortest Recession Ever
Implications of shorter and shorter recessions.
Are the Roaring 20s Already Here?
What if this is as good as it gets in terms of boom times?
What’s Driving the Stock, Bond & Housing Markets Right Now?
The one factor that’s causing housing, stock and bond prices to rise.
Demographics Are Destiny in the Housing Market
How millennials and baby boomers will impact the housing market in the years ahead.
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.