Trending Assets
Top investors this month
Trending Assets
Top investors this month
Sharing my housing market articles
Over the last 24 months, I've written 11 articles about the housing bubble. These articles have covered everything from valuation trends to credit cycles.
I have put them in chronological order, unpaywalled them and made them all available to you here:
- Part 1 (Jul 13, 2020) Is British housing in a bubble?
- Part 2 (Jul 16, 2020) How large is Britain's housing bubble?
- Part 3 (Jul 20, 2020) The Ponzi-esque features of housing
- Part 4 (Jul 23, 2020) Will the bubble burst?
- Part 5 (Nov 11, 2020) Is there still a bubble?
- Part 6 (Nov 25, 2020) Which countries are most at risk?
- Part 7 (Jun 3, 2021) America's housing bubble, aggregate ownership and credit collapse
- Part 8 (Aug 9, 2021) The (non)relationship between population and price
- Part 9 (Nov 25, 2021) An ultra long-term look at housing and bubble deflation
- Part 10 (Jan 20, 2022) The Fed has engulfed the MBS market
- Part 11 (Apr 29, 2022) The impossibly thin tightrope between inflation control and house price collapse
I hope you find them interesting. It's fun rereading these and seeing my style and understanding of the bubble evolve.
valuabl.substack.com
As safe as houses
The Fed is walking an impossibly thin tightrope between controlling inflation and collapsing the housing market.
Already have an account?