Paper Economy

Home
Archive
About
New
Top
Community
Time to "Rightsize" the Economy for a Reality-Based Future
As we leave the delusional "Everything Bubble" years far behind, getting "back to basics" will be difficult but ultimately a healthy trend towards a…
 • 
SoldAtTheTop
Action and Inaction
The Fed created our current bout of runway inflation and only they can contain it, but to do so, they have to go big... Really big.
 • 
SoldAtTheTop
FHFA Purchase Only House Price Index – What Goes Up, Must Come Down
The spectacular home price surge seen in the wake of the anomalous pandemic economic period is now beginning to abruptly reverse.
 • 
SoldAtTheTop
The Inflation Conflagration
Given that the Fed's own reckless monetary policy is the source of today's inflation, will they finally show some responsibility and fight the rising…
 • 
SoldAtTheTop
2
Forecasting the Coming Housing Collapse
Home prices have, yet again, been recklessly pumped up by the Fed's own "easy money" monetary policy leading to an even larger disconnect from…
 • 
SoldAtTheTop
2
The Real Great Recession
The cost of the Fed and the Federal government's reckless response to 2008's "Great Recession" is finally coming due and with it, bringing a new even…
 • 
SoldAtTheTop
4
A Real Mean Reversion
The housing run-up post-COVID panic was so absurd that even highly qualified buyers with loans made using traditionally sound lending standards are in…
 • 
SoldAtTheTop
12
Paper Economy
Macroeconomic analysis through commentary and data visualizations.
Recommendations
Bonner Private Research
Bonner Private ResearchBonner Private Research
Occupy The Fed Movement
Occupy The Fed MovementOccupy the Fed Movement
QTR’s Fringe Finance
QTR’s Fringe FinanceQuoth the Raven
CalculatedRisk Newsletter
CalculatedRisk NewsletterCalculatedRisk by Bill McBride
© 2023 SoldAtTheTop
Privacy ∙ Terms ∙ Collection notice
Start WritingGet the app
Substack is the home for great writing