Stock Market, Economics, Equity Analysis
Apr03
That really didn't take long to forget did it? 6 years? And America is back…. At least this time around with Fannie and Freddie (and FHA) controlling almost the entire mortgage market we can go direct to the taxpayers for…
Mar14
With the financialization of all things in the country, one of the last big asset classes that was left to the mom and pop was residential homes. But the housing bust and ensuing easy money policies by the Fed has…
Dec26
One significant stimulus we've been seeing the past year or so, largely ignored by the media, is the refinancing boom happening for those who have government backed loans but are severely underwater. The rules were changed (I believe late…
Dec03
Seems like the "housing ATM" is warming up already which is a bit surprising considering how much wealth was stripped of housing in the past half decade. But according to the statistics cash withdrawals out of the house are back…
Oct17
Best numbers in years here… probably will turn some of the non believers around. That said the numbers remain awful by historical standards (housing starts usually average 1.5M!) but you can see the profitability in the homebuilders with even awful…