Money Supply, Asset Bubble & iBuyers, Part 2: The Mortgage Play
January 14, 2021
In Part 1, we looked at the opportunities that might arise for iBuyers because the housing market is about to go cray-cray. The basic idea
Articles filed under V.I.P.
Money Supply, Asset Bubble & iBuyers, Part 1: Lessons from the North
January 11, 2021
After my last VIP post about money supply and possible asset bubble (?) in housing, I got a couple of emails from people asking what
The Most Important Chart from 2020
January 6, 2021
The mainstream financial press is talking about what might be the single most important chart from 2020, which is above. The U.S. money supply increased
CoStar Acquires Homesnap: Welcome to the Black Parade!
November 24, 2020
A couple of nights ago, I saw this news come across my feeds… but it was Sunday evening, and I needed to think about this
Quick Reaction to the NAR-DOJ Settlement on MLS
November 19, 2020
I’m certain that anybody reading this is already aware of the news that United States Department of Justice has filed a lawsuit against NAR alleging
RE/MAX Q3,2020: It’s Not Working
November 17, 2020
The mystery that is RE/MAX continues. Except that with Q3 results, it’s fair to conclude that whatever RE/MAX is doing just isn’t working. It pains
Q3/2020, Redfin, Realogy, eXp: Tide is High
November 15, 2020
Q3 was by all measures a bangin’ quarter, as my wife Sunny might say, for most of the companies in residential real estate. I already
Zillow Q3/2020: Apex Predator
November 13, 2020
First, an apology: I meant to get this post up soon after the earnings call, but… um… I’ve been distracted by the goings on in
The NAR Commission Lawsuit: Creeping Doom, One Step Closer
October 15, 2020
A couple of weeks ago, Judge Andrea Wood of the United States District Court for the Northern District of Illinois Eastern Division issued a memorandum
