Posts

Why Housing Prices Will Double In 6 Years; No Bubble Here…Part 37

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Interestingly, Barry Habib (MBS Highway Founder), Ken McElroy (famous real estate investor), and some dude on Reddit all recently made the case for much higher housing prices – DESPITE HIGHER RATES. And all of them were responding to all of the housing bubble fears we see everywhere now on social media and in the press. […]Read More

Why There Is Still No Housing Bubble

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Everyone Thinks Higher Rates Will Kill The Housing Market We shared this blog, Higher Interest Rates Did Not Slow Housing Appreciation; Why?, with our database in our monthly newsletter a few weeks ago, and I got this response from a past borrower: “You really think that if the Fed raises rates seven or eight more […]Read More

When Will Rates Fall?

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I had an acquaintance who was a very successful regional homebuilder in the 1990s and early 2000s. By early 2005, he was so certain we were in a housing bubble that he started to short the major homebuilders (Lennar, Toll Brothers, Pulte, etc.). By “shorting,” he was betting that stocks would fall.Read More

How Will The Stock Market Crash Impact Real Estate?

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I ❤ Real Estate I frequently tout real estate as an excellent investment for the following reasons: (1) it is a great inflation hedge; (2) there is an inventory shortage due to a lack of building, and not due to excess demand; (3) homebuying demographics are surging in sharp contrast to 2008; (4) buying is […]Read More

China’s Massive Housing Bubble? Will It Affect Us?

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160 Million Units For Sale In China (vs. 3 Million In The U.S.) China has somewhere between 55 to 65 million unoccupied properties, depending on the source, and an additional 93 million units under construction. Famous financier, Hugh Hendry, was on this Rebel Capitalist Podcast in December discussing China’s extremely precarious property market – and […]Read More

Still No Housing Bubble – Because Rates Are 3% Lower Than In 2006!

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MBS HIGHWAY HITS HOUSING BUBBLE AGAIN Barry Habib, Founder of the MBS Highway, hates it when the media spreads irrational fear about a housing bubble. He also shares marketing materials that subscribers to his content are allowed to share without attribution to him, but that is anathema to me. Below is a script he recently […]Read More

No Housing Bubble Here Part XXII; 12 Million More Households Than In 2007!

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17% ANNUAL APPRECIATION SCARES PUNDITS Housing appreciated 16.6% from May of 2020 to May of 2021. This is a record and it is again sparking media concerns that we are in a housing bubble. So, I am hitting the issue again to allay concerns, and I am again relying on our friend Barry Habib, founder […]Read More

The One Thing That Can CRASH The Housing Market!

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I have repeatedly blogged about reasons why we are not in a housing bubble: Demographics & Demand: Homebuying demographics are peaking, as a surge of millennials is just now hitting peak homebuying age (early 30s). This is in sharp contrast to the 2008 housing meltdown when homebuying demographics hit all-time lows. Supply Issues: (A) Builders […]Read More

#1 Reason We’re NOT In A Housing Bubble – And It Is NOT What You Think

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In this excellent YouTube video by investment/finance guru Raoul Pal, called The Exponential Age, Mr. Pal mentions that Koreans have a far better understanding of cryptocurrencies and blockchain technology than Americans do. This is of course the only reason I married a Korean, as I am sure it will give me a huge leg up […]Read More

“Nuclear Winter” For Housing Coming To Your Neighborhood Soon

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Winter Is Coming. Chris Drayer is the CEO and co-founder of the Predictive Analytics company, Revaluate, that we tout often. Revaluate employs extremely sophisticated AI to analyze databases to see who is most likely to move. They focus on the “D’s”: Death, Diamonds (weddings), Divorce, Diapers, Diplomas, and the Daily Grind (employment). In any case, […]Read More

#1 Reason We’re Not In A Housing Bubble; Life Events & Housing

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I am asked every week by friends, family, team members and clients if I think “now is still a good time to buy” and “do I think we are in a housing bubble.” Even though I blog about this often, everyone still wants reassurance. And some of the strongest reassurance I have yet to see […]Read More

3 Stock Market Indices Hit Records; 1999 Again? 3x More Competitive

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All three major stock indices (the S&P 500, the NASDAQ and The Dow Jones) hit record highs on the same day twice in the last week. The last time this happened was in 1999, and we made it another year or so before the dot-com bubble burst. I have no idea if another bubble will […]Read More

Low Rates & Inflation? Houses Are Perfect Hedge

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Forbes Columnist David Dreman’ s most recent column is about how the Fed’s efforts to keep rates artificially low is keeping the economy weak (which in turn keeps rates low). He also points out how holding rates artificially low for so long always leads to inflation, sooner or later. The good news in all this […]Read More