Sitemap - 2023 - Erdmann Housing Tracker
Hsieh, Moretti, Shiller, and the Rest: Part 1
Subprime, bank runs, and the Global Financial Crisis
November 2023 Construction and New Home Sales Update
The Housing Shortage Is Larger Than You Think: Part 2
The Housing Shortage Is Larger Than You Think: Part 1
November 2023 Erdmann Housing Tracker Update
Interview with Anthony Pompliano
Where would housing expand with broad upzoning?
Interview with James Foord at the Pragmatic Investor
Look at that beautiful yield curve.
CEA: Inflation was transitory.
Unfortunately, production efficiency isn't going to make housing affordable
October 2023 Residential Sales and Homebuilders Update
Inflation was obviously transitory (postscript)
Inflation was obviously transitory
October 2023 Residential Construction
October 2023 Erdmann Housing Tracker Update
Housing Supply, Costs, and Urban Value (Part 4)
Upside Down CAPM, Part 3A: Sympathy
Upside Down CAPM, Part 3: Supply and Demand for Deferred Consumption
Quick Perspective Review on Housing Starts and Recessions
Update on rent trends, through September 2023
Upside Down CAPM, Part 2: The value of growth
Upside Down Capital Asset Pricing Model, Part 1
September 2023 Residential Sales and Homebuilder Earnings
A new real estate newsletter: Resiclub
September 2023 Residential Construction
September 2023 Erdmann Housing Tracker Update
More on the Fed and Long-Term Interest Rates
September 2023 Consumer Inflation and Homebuilders
It's never overbuilding. More detail.
It's never overbuilding, and that won't change soon.
Scattered Thoughts on Employment and Construction
No, I don't think the Fed drives future yields
The consumption basket we call "housing"
More on Mortgage Affordability
August 2023 Residential Construction
August 2023 Erdmann Housing Tracker Update
Why are homebuilder rate buydowns effective?
Interest Rates Aren't The Problem
More on Hovnanian 3Q 2023 Earnings
Hovnanian 3Q 2023 and musings on speculation and mortgage rates
The 2023 Market Compared to 2006
Note on Monetary Policy and Jackson Hole
July 2023 New Residential Home Sales & Builder Updates
Housing Supply, Costs, and Urban Value (Part 3)
July 2023 Erdmann Housing Tracker & Residential Construction Update
July 2023 CPI Inflation Update
Housing Supply, Costs, and Urban Value (Part 2)
Housing Supply, Costs, and Urban Value (Part 1)
Scholarship on the Mortgage Moral Panic
June 2023 New Residential Home Sales
The Housing Bust Was Not A Cyclical Event
Transitory Inflation (March 2021- June 2022)
June 2023 Residential Construction Update
Countrywide Financial Didn't Cause the Financial Crisis
June 2023 Erdmann Housing Tracker Update
June 2023 CPI Inflation Update
Bubble Mongers are more dangerous than bubbles
Comparing housing cycles since the 1980s
A Review of Gjerstad and Smith, Part 4
A Review of Gjerstad and Smith, Part 3
A Review of Gjerstad and Smith, Part 2
A Review of Gjerstad and Smith, Part 1
May 2023 Residential Home Sales
More on May 2023 Residential Construction
May 2023 Residential Construction Update
May 2023 Erdmann Housing Tracker Update
More detail on "The end of location..." for subscribers
Quick Review of Flow of Funds Data
The End of Location, location, location
Home Price Trends Point to a Worsening Lack of Supply: Part 3
Home Price Trends Point to a Worsening Lack of Supply: Part 2
Home Price Trends Point to a Worsening Lack of Supply: Part 1
Housing is productive investment
April 2023 New Home Sales and Construction Updates
My new piece on home affordability at AZ Central
The shifting sands of observation
April 2023 Erdmann Housing Tracker Update
More on the Fed, Housing, and Inflation
The Great Recession Was Caused By Mortgage Suppression
Does Density Increase Local Prices?
"We need 'affordable' housing, not market rate housing" is much worse than it seems.
No, Biden isn't punishing you for your high credit score (Amendment)
No, Biden isn't punishing you for your high credit score.
Are housing expenditures stable over time?
Notes on D.R. Horton 2nd Quarter Earnings Call
March 2023 Residential Construction Update
March 2023 Erdmann Housing Tracker Update
Housing Supply per capita eats your brain (Part 2)
Housing supply per capita eats your brain
More on Residential Sales Trends
February 2023 Residential New Home Sales
The Tea Party, Occupy Wall Street and the Bi-partisan American Own-Goal
More Detail on February Erdmann Housing Tracker Trends
The Zoning Theory of Everything
February 2023 Residential Construction Update
A Brief Review of Mortgage Affordability
February 2023 Erdmann Housing Tracker Update
A way to think about long-term homebuilder expectations
Supply constraints and residential improvements
ThinkTech Hawaii Podcast with Keli'i Akina
January 2023 New Home Sales & Construction Update
Who Causes Problematic Housing Demand?
January 2023 Erdmann Housing Tracker Update
Myths of the Housing Bubble, a continuing series
A little secret buried in a homebuilder's SEC filings
What if we can’t expect cities to build more?
2022 December New Home Sales & Construction
Shadows of Non-Filtering in Housing
December 2022 Erdmann Housing Tracker Update
Unpacking 20 years of home price trends