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Sunday, April 24, 2022
Some Thoughts on Kevin Drum's Housing Supply Post
A few weeks ago, Kevin Drum wrote a blog post that expressed skepticism about "America’s housing crisis." He got quite a bit of...
Thursday, March 17, 2022
16 Part Series on Housing Affordability
In 2019, I wrote a 16 part series of posts for the Mercatus Center that laid out a way of thinking about housing affordability. Here are th...
Wednesday, September 1, 2021
Lots of book stuff happening. Scott Sumner's " The Money Illusion " is coming out. This is an important account of the 2008 ...
Friday, June 25, 2021
The curious sine curve of equity returns
Occasionally, I take a new look at how equities are doing compared to a long-term sine wave. Over the course of the last century or so, re...
Monday, June 21, 2021
More on Interest Rates and Home Prices
Some follow-up thoughts on yesterday's post. There might be some more to think about regarding interest rate sensitivity and local suppl...
Sunday, June 20, 2021
Interest Rates and Home Prices
A couple of quick thoughts on recent home price appreciation. In graph 1, I estimate a national median gross rent/price yield from Zillow r...
Monday, March 22, 2021
Brig Burton and Carly Burton, again
I have good news, or at least not bad news, I guess. I sold my business to Brig Burton in 2010. He ended up defrauding me in that transacti...
Tuesday, January 5, 2021
December 2020 Yield Curve
The yield curve looks pretty good. Long term rates still are recovering. The expected date of the first short term rate hike also appears...
Thursday, November 12, 2020
October 2020 Inflation Update
I haven't updated the inflation numbers for a while. Covid-19 has probably made it difficult to say too much, because there are so man...
October 2020 Yield Curve Update
The yield curve has taken a strong bullish move as a result of the election and the Covid-19 vaccine progress. The long end of the Eurodol...
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