What Happened In the Housing Market – Brief Bear Market Relief

What Happened to the Housing Market

Housing Market Intro and Summary What happened in the housing market in January, 2025? The bear market that scarred the landscape for builders came to an end just ahead of an important December inflation report. Relief from that report combined with relief from a builder’s earnings report helped to seal the deal on the three … Read more

How NOT to Report On Demographics: Millennials Blamed for Taking Down McDonald’s

(This is an excerpt from an article I originally published on Seeking Alpha on August 27, 2014. Click here to read the entire piece.) McDonald’s (MCD) has struggled recently, and the Wall Street Journal thinks it has found someone to blame in millennials. Millennials are the current group of young people coming of age in … Read more

Baby Boomers Seem Unlikely to Mass Exit from Single-Family Detached Homes Anytime Soon

(This is an excerpt from an article I originally published on Seeking Alpha on June 14, 2014. Click here to read the entire piece.) Recent research provide additional color to the last entry in my on-going series on Baby Boomers and the housing market: “Cash Buyers And Optimism Counter The Notion Of An Imminent Housing … Read more

Cash Buyers and Optimism Counter the Notion of An Imminent Housing Crisis Triggered By Baby Boomers

(This is an excerpt from an article I originally published on Seeking Alpha on June 3, 2014. Click here to read the entire piece.) Last year, I wrote a series of articles expressing my skepticism about the notion that an abandonment of homes by incapacitated Baby Boomers would cause America’s next housing crisis (for example, … Read more

The Housing Recovery Will Proceed Even With the Changing Preferences for Living At Home

(This is an excerpt from an article I originally published on Seeking Alpha on Aug 17, 2013. Click here to read the entire piece.) The headlines seem pretty ominous: a record number of young adults aged 18-31 are living at home with their parents. The percentage of young adults under such living arrangements has shot … Read more