Why Home Builders Are Off to A Relatively Strong Start In 2015

(This is an excerpt from an article I originally published on Seeking Alpha on January 9, 2015. Click here to read the entire piece.) It is still very early in the new year, but I cannot help notice the relative strength exhibited by iShares Trust – iShares U.S. Home Construction ETF (ITB) and several major … Read more

The Squeeze On Renters And Implications for the Housing Market

(This is an excerpt from an article I originally published on Seeking Alpha on September 7, 2014. Click here to read the entire piece.) I tracked down an article posted in Boston.com called “Renters Suffer as Evictions Surge in U.S.” after hearing the topic referenced in a recent Slate Money podcast. One of the guests … Read more

Million-Dollar Plus Homes and A Race for Affordability In California

(This is an excerpt from an article I originally published on Seeking Alpha on August 11, 2014. Click here to read the entire piece.) Last month, I wrote about the strong sales activity in million dollar plus homes in Canada that are occurring despite poor jobs growth in the country. It was an interesting study … Read more

Millennials Are Poised to Deliver the Next Critical Juncture for the Housing Market

(This is an excerpt from an article I originally published on Seeking Alpha on August 3, 2014. Click here to read the entire piece.) Demographic shifts can be key drivers of housing trends. To date I have spent more time examining the impact of aging Baby Boomers on the housing market than aging millennials, defined … Read more

The Canadian Dollar Hangs in the Balance Between Weak Jobs Growth and Strong High-End Housing Demand

(This is an excerpt from an article I originally published on Seeking Alpha on July 14, 2014. Click here to read the entire piece.) Employment picture remains lackluster On Friday, Statistics Canada painted another disappointing jobs picture for the country. Instead of the 20,000 additional jobs expected by the “consensus” for June, the Canadian economy … Read more