Category Archives: Speculator

Consumers Have Some Nice Assets

Category: Housing, Newsletter, Speculator | No Comments

The national debt here and around the world continues to grow inexorably toward the stratosphere, yet households have steadily improved their balance sheets.  Household debt to GDP has fallen from almost 100% to just 80% since 2008. Individual assets have risen at a rapid 10% rate that far outpaces consumer…

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Labor Shortage Equals Low Wage Growth?

Category: Newsletter, Speculator | No Comments

More jobs and less available people should portend better pay. Everyone knows that when demand is greater than supply, the cost of the supply will rise until equilibrium is reached. That’s certainly the case with housing these days as the record low inventory of homes can’t satisfy the demand. As one would expect,…

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