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Interview with James Foord at the Pragmatic Investor
Here is a summary of the interview. The interview is good review of recent EHT topics: 00:00 Introduction 06:00 A Different Way Of Thinking 12:00 What…
4 hrs ago
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Kevin Erdmann
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Interview with James Foord at the Pragmatic Investor
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Look at that beautiful yield curve.
JPow! continues to post W's
Dec 4
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Kevin Erdmann
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Look at that beautiful yield curve.
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CEA: Inflation was transitory.
A review of inflation expectations
Dec 1
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Kevin Erdmann
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CEA: Inflation was transitory.
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Unfortunately, production efficiency isn't going to make housing affordable
There are some new modular homebuilding ventures out there. This sort of incremental innovation is important in all markets, and it could be important…
Nov 29
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Kevin Erdmann
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Unfortunately, production efficiency isn't going to make housing affordable
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October 2023 Residential Sales and Homebuilders Update
We’re basically moving along the established trend. This month had a bit of downward noise, but the basic trends remain intact. Figure 1 shows new home…
Nov 27
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Kevin Erdmann
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October 2023 Residential Sales and Homebuilders Update
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Inflation was obviously transitory (postscript)
Thought I’d post some quick follow-up points to the earlier post. The problem starts with the fact that an interest rate target is a terrible way to…
Nov 22
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Kevin Erdmann
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Inflation was obviously transitory (postscript)
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Inflation was obviously transitory
There seems to be a developing consensus that transitory inflation was a myth that was proven wrong because (1) inflation was high for longer than…
Nov 22
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Kevin Erdmann
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Inflation was obviously transitory
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October 2023 Residential Construction
Before I get to the subscriber portion of this month’s update, here is a chart that estimates construction time for different projects based on the…
Nov 21
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Kevin Erdmann
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October 2023 Residential Construction
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Erdmann Housing Tracker
How housing costs got here and where they're going.
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Erdmann Housing Tracker
How housing costs got here and where they're going.
By Kevin Erdmann
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