Money and Finance
- East Coast Asset Management's Q1 2015 Investment Letter - Mr. Market Revisited
Link to: Mr. Market RevisitedThinking backward is quite intuitive. Backward thinking involves looking for patterns, making links between unconnected events and forming theories to influence forward-looking...
- Mark Hanson's Latest On Housing...
In summary, the past two-years of massive Fed, Gov’t, and bank intrusion into the housing market went way too far. Houses are mis-allocated, there is no shortage of houses “in which to live”, and in ALL the popular “mega-recovery” regions...
- Mark Hanson's Latest On Housing
“Effective negative equity” is central to my “structurally broken housing market in need of years of de-leveraging before a “durable” bottom can occur”, theme. I have been pounding the table over “Effective” negative equity for years and...
- Loyal3 $500 Buy
In the past week I bought the following stocks in my Loyal3 account. Ticker $ invested Cost WalMart ...
- Recent: A Bunch Of Consumer Staples
I have some unexpected cost this month. I have to stretch $1,000 across August. August 3, 2015 Loyal3 automatic buys Starbucks $10.00 Kraft Heinz $17.00 Disney $10.00 Pepsi...
Money and Finance
Mark Hanson: Housing “Bubble 2.0″; Same as “Bubble 1.0″, only different actors
In this short note, I outline where my research is going at the first of the year supporting ideas about why a “strong economy” is negative for this housing market; houses are far “more expensive” today then from 2003-2007 (i.e., “affordability” much worse); and how everybody has been “fooled by stimulus” and unprecedented monetary policy, yet again.
This report — which I am in the process of turning into a ppt presentation — establishes what US housing has really become over the past 12-years and in my opinion makes it far easier to time its unprecedented volatility and forecast the outcomes that since 2002 have fooled most of the people most of the time.
This housing market is “resetting” right now; for the third time in six years. It might look and feel a little different, but as I detail in this note, it’s not really different this time around.
- East Coast Asset Management's Q1 2015 Investment Letter - Mr. Market Revisited
Link to: Mr. Market RevisitedThinking backward is quite intuitive. Backward thinking involves looking for patterns, making links between unconnected events and forming theories to influence forward-looking...
- Mark Hanson's Latest On Housing...
In summary, the past two-years of massive Fed, Gov’t, and bank intrusion into the housing market went way too far. Houses are mis-allocated, there is no shortage of houses “in which to live”, and in ALL the popular “mega-recovery” regions...
- Mark Hanson's Latest On Housing
“Effective negative equity” is central to my “structurally broken housing market in need of years of de-leveraging before a “durable” bottom can occur”, theme. I have been pounding the table over “Effective” negative equity for years and...
- Loyal3 $500 Buy
In the past week I bought the following stocks in my Loyal3 account. Ticker $ invested Cost WalMart ...
- Recent: A Bunch Of Consumer Staples
I have some unexpected cost this month. I have to stretch $1,000 across August. August 3, 2015 Loyal3 automatic buys Starbucks $10.00 Kraft Heinz $17.00 Disney $10.00 Pepsi...