Paper Economy

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Time to "Rightsize" the Economy for a Reality-Based Future

Action and Inaction

FHFA Purchase Only House Price Index – What Goes Up, Must Come Down

The Inflation Conflagration

Forecasting the Coming Housing Collapse

The Real Great Recession

A Real Mean Reversion

Reflecting on Rates

Jumbo Loans, Jumbo Problems

Durable Goods Orders – Consumer Demand Destruction Imminent

Reflation Gave Way to Inflation

Reality is an Unavoidable Imposition

The Unmooring of Inflation Expectations

FOMC Statement Critique (June 15th 2022)

The Great Moderation Gives Way to the Great Agitation

The Better of Only Bad Options

Countdown to Minsky Moment

Now and Then – A ‘Tightwad’ at the Fed

S&P Core Logic Case-Shiller Home Price Indices – Housing Still Booming

Great Power, Questionable Responsibility

Personal Consumption Expenditures – Gas Prices Drive Inflation

Federal Reserve’s FOMC Meeting Minutes - A Transitory, Political Charade

New Residential Sales and Construction – New Housing Collapse 2.0

The Last Kicked Can

Chicago Fed National Financial Conditions Index – Recession Signal

The Fading Trades of the Decade

Primary Mortgage Market Survey – Mortgage Rate Meltup!

Producer Prices Index (PPI) April 2022 - Food On Fire!

The Financialization of the Everything Bubble

Bubbles and History, Harshly Rhyming

Hello Again! Now Where Do We Go From Here?

Coming soon

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