Please Don’t Help Me, Government
July 11, 2022
One of my favorite economic and finance analysts is a green chicken. Yes, I’m referring to Doomberg, a team with strong backgrounds in energy and
Desperately Seeking Housing Collapse
July 7, 2022
Over the past few weeks, there has been a flurry of posts, articles, tweets, and other expressions of… what to call them… predictions? opinions? studies?
On Opendoor Exclusives
July 5, 2022
Tyler Okland, Stanford-educated surgeon and Opendoor bull, who I interviewed in a Notorious POD a few weeks ago, has published an eye-opening article on Datadoor.io,
Last Time Housing Was Affordable
June 30, 2022
I’ve been writing the long Four Horsemen series, and one of the biggest issues I had to tackle was housing affordability. The federal guidelines from
Four Horsemen of the Housing Apocalypse, Part 6: New Jerusalem
June 28, 2022
I had originally planned on the Four Horsemen series to be five parts: the four Horsemen, plus a wrap-up laying out the consequences for the
Four Horsemen of the Housing Apocalypse, Part 5: What It All Might Mean
June 23, 2022
At last, we come to the end of this dismal series. While it has been dismal, some of your emails and private messages have been
Four Horsemen of the Housing Apocalypse, Part 4: On a Pale Horse – Political Turmoil
June 15, 2022
And when he had opened the fourth seal, I heard the voice of the fourth beast say, Come and see. And I looked, and behold
Taking the Under on Housing Prices Falling
June 14, 2022
A friend and subscriber who has been reading my stuff messaged me to ask why I do not believe the “home prices will fall” narrative.
What’s the Tipping Point for iBuyers?
June 14, 2022
Zillow released its Q1, 2022 iBuyer report a few days ago and well, it was kind of drowned out by the CPI print and the
