Real Estate and the Post-Crash Economy

Saturday, December 30, 2006 | 12:30 PM


John Mauldin took the weekend off, so I offered up the most recent Market Commentary from RR&A as a guest piece:  Real Estate and the Post-Crash Economy.

It is a dissertation that puts the real estate boom into some context:

Real Estate and the Post-Crash Economy
The Backwards Cycle
The Economy Drives Real Estate, or Vice Versa?
Where the Real Money is: Consumer Spending
Slowing Housing Market and the Economy

It a fairly comprehensive analysis, laden with charts and statistics, many you may not have seen before.

Its a 4 day weekend, so you have plenty of time to sift through it. (So far the feedback has been rather kind).


Saturday, December 30, 2006 | 12:30 PM | Permalink | Comments (17) | TrackBack (2) add to | digg digg this! | technorati add to technorati | email email this post



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» The Backwards Housing Cycle from The Big Picture
My friend Paul contributes to Housing Day here at TBP, pointing us to a new NBER paper that declares Housing is the Business Cycle. Ubiq-cerpt:™ Of the components of GDP, residential investment offers by far the best early warning sign of an oncoming r... [Read More]

Tracked on Sep 25, 2007 1:31:21 PM

» S from The Big Picture
While there is plenty of blame to go around in the entire banking debacle, let's not forget who the key enablers were: The rating agencies. Their business model is a modern form of payola, with bond underwriters as customer #9. This allowed them to sla... [Read More]

Tracked on Mar 17, 2008 11:01:15 AM



Qusetion about the transport data you post earlier. Does that data take into account the shipping of building materials (i.e. construction slow down)? If so if you factor that out how does thh transport data look?

Posted by: bbb | Dec 30, 2006 1:30:30 PM

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