Category: US Housing
The analysis published under this category are as follows.Monday, March 22, 2010
Three Reasons U.S. Housing Market Will Head Lower / Housing-Market / US Housing
It’s one of the most pressing questions facing investors today.
Is the housing market about to recover?
With the housing market at the center of the credit crunch, any recovery in the housing market could quickly turn the Wall Street recovery into a Main Street recovery.
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Friday, March 19, 2010
More Ugly U.S. Housing Market Data, Forget the Bottom and Recovery Hype / Housing-Market / US Housing
Every month, tout TV and mainstream financial sites like Yahoo! Finance and Marketwatch re-print propaganda pieces from the National Association of Realtors (NAR) and other vested interests related to real estate. The headlines are ALWAYS spun to look positive, as comfort is more important than truth. The NAR has been calling the bottom in housing every month since before the top was in! Statistics are twisted and tricks like comparing the current month to the prior month instead of the same month in the prior year are used routinely to baffle, confuse, satiate and/or soothe those who still turn to mainstream media sources for truthful data.
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Tuesday, March 09, 2010
U.S. Real Estate Confusion or Lies? / Housing-Market / US Housing
Do you ever become confused over daily economic data?
If not, then you probably aren’t paying close attention.
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Sunday, February 28, 2010
Want to Fix the U.S. Housing Market? Listen to the Gipper / Housing-Market / US Housing
There is a remedy for the housing crisis. And it doesn't involve an agonizing decade of uncertainty while supply adjusts to demand. All Obama needs to do is to stop artificially propping up the market and let the chips fall where they may. That means the Fed should stop buying mortgage-backed securities to keep long-term interest rates low. That means the congress should not renew the $8,000 first-time homebuyers subsidy. That means the FHA should modify its lending standards so that mortgage applicants have to meet normal criteria for securing a mortgage.
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Friday, February 26, 2010
U.S. Housing Market Recovery Forecast / Housing-Market / US Housing
I’ve been talking about interest rates an awful lot lately … and for good reason. The next BIG story in the bond market is clearly the sovereign debt crisis.
But I don’t want to ignore the housing market, either.
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Wednesday, February 24, 2010
BubbleOmics, Reflecting On My 2008 U.S. House Price Prediction / Housing-Market / US Housing
What worries me about what is increasingly looking like a bottom and bounce in US prices is mainly that it’s too soon.
Bubbles are about mal-investment; normally created by credit under one guise or another. That’s how the South Sea Bubble got going, same thing for 1929, Dot.com and housing; people start paying a price because they can get credit (and they think prices are going up), rather than weighing their needs against their means. Fear plays a part too, fear of missing the boat and “never being able to own a house”, you can’t blame people for that.
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Tuesday, February 23, 2010
Washington Trying Hide Commercial Real Estate Crisis to Prevent Double Dip Recession / Housing-Market / US Housing
Shah Gilani writes: Sooner or later, mounting losses on commercial real estate could crash through the market's 2009 optimism and send the economy and stocks into a double-dip downturn.
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Monday, February 22, 2010
Commercial Real Estate Apocalypse 2011-2012 / Housing-Market / US Housing
Inquiring minds are digging deep into a 190 page PDF by the Congressional Oversight Panel regarding Commercial Real Estate Losses and the Risk to Financial Stability.
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Monday, February 15, 2010
Are Lumber Prices Signaling a Rebound in U.S. House Prices? / Housing-Market / US Housing
Jon D. Markman writes: Source:Crude oil, gold, steel and commodity stocks have all taken it on the chin to varying degrees so far this year.
But not every commodity has suffered this same tough fate. In fact, there's even been a major standout. It's a commodity that most investors rarely think about.
Friday, February 12, 2010
U.S. Real Estate Market and Interest Rates in 2010 and Beyond / Interest-Rates / US Housing
Last week’s World MoneyShow in Orlando was a huge success! I had the pleasure of meeting several of you at the Gaylord Palms Hotel, and I couldn’t have been happier with the constructive feedback you shared.
But I also know that not everyone could make the trek. And I don’t want to leave you out in the cold!
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Tuesday, February 09, 2010
An Insiders View of the U.S. Real Estate Train Wreck / Housing-Market / US Housing
The first time I spoke with real estate entrepreneur Andy Miller was in late 2007, when I asked him to serve on the faculty of a Casey Research Summit. And there was no one in the nation I wanted more than Andy to address the critical topic of real estate.
My interest in Andy was due to the fact that he has been singularly successful in pretty much all aspects of the real estate market, including financing and developing large projects - such as shopping centers, apartment communities, office buildings, and warehouses - from one end of the country to the other. His expertise has also allowed him to build an impressive business providing assistance to large financial institutions that need help in dealing with problem commercial real estate loans. As you might suspect, business is booming.
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Tuesday, February 09, 2010
How to Make Money From South Florida Real Estate / Housing-Market / US Housing
Dr. Steve Sjuggerud writes: Ah... 70 degree weather, with toes in the sand...
While the East Coast was hit with a record snowstorm over the weekend, my wife and I spent a few days away from it all in Palm Beach, Florida.
Monday, January 25, 2010
Insider's View of the U.S. Real Estate Train Wreck Crash / Housing-Market / US Housing
The first time I spoke with real estate entrepreneur Andy Miller was in late 2007, when I asked him to serve on the faculty of a Casey Research Summit. As John Mauldin, a former faculty member himself, knows, we're very selective with our speakers. And there was no one in the nation I wanted more than Andy to address the critical topic of real estate.
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Monday, January 25, 2010
How To Stop U.S. Housing Market Foreclosures / Housing-Market / US Housing
It is Time For A Moratorum and Debt Relief as Government Aid Fails To Reach Those In Need, Here as in Haiti?
Stung by the election of Scott Brown in Massachusetts and the abandonment of his health care initiative by members of Congress, and fearful of a political backlash President Obama may himself not be “too big to fail.” He has now “pivoted,” to use a favorite phase from the pundits, and shifted his focus to trying to fix a still deteriorating economy.
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Friday, January 08, 2010
Ignore the Crowd … It’s Time to Invest in Commercial Real Estate 2010 / Housing-Market / US Housing
Jon D. Markman writes: Of all the independent institutional research that I receive, some of my favorite comes from Justin Mamis, a veteran of all the financial wars we've seen over the past five decades.
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Friday, January 08, 2010
The Big Picture for U.S. Housing Market 2010 / Housing-Market / US Housing
The typical essay I write on these pages is 700-1,500 words or so. Today’s essay will be setting an all time record for Gains, Pains, & Capital because my first 1,000 words are the following:
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Thursday, January 07, 2010
US Home Sales Plummet, Personal Bankruptcies Soar / Housing-Market / US Housing
Tom Eley writes: An important measure of future home sales fell far more sharply in November than economists had expected. The National Association of Realtors (NAR) index on pending home sales—contracts agreed upon but not finalized—dropped by 16 percent in November, more than three times what economists interviewed by the Dow Jones Newswires had anticipated.
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Thursday, January 07, 2010
Bernanke Says "Easy Money did not Cause the Housing Bubble" / Housing-Market / US Housing
In an effort to defend himself against his critics, Fed chairman Ben Bernanke spent over 2 hours at the Annual Meeting of the American Economic Association in Atlanta trying to prove that low interest rates were not the main cause of the housing bubble. Here's an excerpt from Bernanke's speech:
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Wednesday, January 06, 2010
Why Adding Bureaucracy Won't Halt the Housing Market Blues / Housing-Market / US Housing
Martin Hutchinson writes: U.S. Federal Reserve Chairman Ben Bernanke's latest thesis is that the home mortgage bubble had little to do with record low interest rates, and was actually much more a problem of regulation.
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Thursday, December 31, 2009
Is the U.S. Housing Market Recovery for Real? / Housing-Market / US Housing
Martin Hutchinson writes: Existing home sales surprised the markets by rising 7.4% to an annual rate of 6.54 million units in November, the highest since February 2007, according to the National Association of Realtors (NAR). That's only 10% below the all-time peak in 2005.
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