Overvalued Housing Markets and the Great Migration 2.0
June 13, 2022
In Fortune, we get this story about 40 regional housing markets that are super overvalued where home prices might fall over the next year: Among
Articles filed under Real Estate
Four Horsemen of the Housing Apocalypse, Part 3: On a Black Horse – Recession
June 12, 2022
In part 1, we covered legal and regulatory challenges to the real estate industry. In part 2, we covered the insane money printing that has
Four Horsemen of the Housing Apocalypse, Part 2: On a Red Horse – Money Printer Go Brrrrr
June 8, 2022
In part 1 of this series, I outlined years of writing, thinking and speaking on the subject of legal issues and regulatory challenges facing the
Four Horsemen of the Housing Apocalypse, Part 1: On a White Horse
June 5, 2022
I haven’t written in a while. Part of it is being extremely busy with work, which I hope to be able to tell you all
Compass 1Q2022: A Brief Note
May 18, 2022
I haven’t really written about Compass much, since my 1Q2021 analysis. Part of the reason is a lack of time, but a big part of
Thoughts on the Crypto Crash, Blockchain, and the Real World
May 13, 2022
Unless you’ve been living under a rock, you’ve now seen, heard about, or personally experienced the market crash that happened and is happening right now.
Making the Bear Case Against Opendoor
May 11, 2022
My last post on Opendoor resulted in more than a few emails and messages, and I’d like to thank those who emailed and messaged. I
Zillow Earnings 1Q2022: The Thrill Is Gone
May 9, 2022
How to talk about Zillow’s 1Q2022 earnings call results and the commentary by Rich Barton and Allen Parker? Let me put it this way: the
Opendoor 1Q2022: The King is Dead, Long Live the King
May 8, 2022
[NOTE: I am long OPEN and have been for a while as the self-proclaimed Biggest Bull on Market Maker iBuying in the World. None of
