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Why you'll hate my investment advice
I thought it might be useful to walk through the basics of my favorite investment, to help subscribers understand what my thought process is and why I…
2 hrs ago
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Kevin Erdmann
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Why you'll hate my investment advice
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How Many Homes Do We Need?
Almost all professional estimates of the housing shortage are ridiculously low.
Jan 1
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Kevin Erdmann
9
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How Many Homes Do We Need?
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December 2024
Erdmann Housing Tracker 2024 in Review (July to December)
These are generally the most widely read free posts.
Dec 31, 2024
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Kevin Erdmann
3
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Erdmann Housing Tracker 2024 in Review (July to December)
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Erdmann Housing Tracker, 2024 in Review (January to June)
These are generally the most widely read free posts.
Dec 30, 2024
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Kevin Erdmann
4
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Erdmann Housing Tracker, 2024 in Review (January to June)
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November 2024 New Home Sales
Low sales, rising inventory, 9 months of inventory for sale.
Dec 24, 2024
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Kevin Erdmann
2
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November 2024 New Home Sales
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Builder Incentives and Profits
I saw this interesting note from Lance Lambert. One of his readers noted that they recently bought some homes from Lennar at a steep cash discount…
Dec 23, 2024
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Kevin Erdmann
3
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Builder Incentives and Profits
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The Fed and Lennar
Well, that was quite an afternoon!
Dec 19, 2024
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Kevin Erdmann
3
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The Fed and Lennar
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November 2024 Residential Construction
The fun continues this month.
Dec 18, 2024
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Kevin Erdmann
3
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November 2024 Residential Construction
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Expensive Cities Aren't Attractive Cities: I swear, the last post
I ran the numbers.
Dec 17, 2024
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Kevin Erdmann
14
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Expensive Cities Aren't Attractive Cities: I swear, the last post
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November 2024 Erdmann Housing Tracker
And notes on inflation
Dec 17, 2024
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Kevin Erdmann
2
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November 2024 Erdmann Housing Tracker
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Expensive Cities Aren't Attractive Cities: One Last Word
I have to add just one more post here.
Dec 16, 2024
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Kevin Erdmann
5
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Expensive Cities Aren't Attractive Cities: One Last Word
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Expensive Cities Aren't Attractive Cities: Follow Up
I just happened again upon a fantastic post from earlier this year from Ned Resnikoff titled, “YIMBYs are Proving the Fatalists Wrong: A response to…
Dec 16, 2024
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Kevin Erdmann
13
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Expensive Cities Aren't Attractive Cities: Follow Up
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