Risk
Jeremy Grantham: How to Live in an About-to-Burst ‘Super Bubble’
The noted seer has some refuge investment ideas. Hint: not US stocks.
Tag: Housing
Alternatives
Woodman, Don’t Spare That Tree: Lumber Price Spiral Is Now Over
The tab for this construction-centric wood, which figures in many asset allocators’ alt strategies, has dropped back as production finally expands.
Research
Is the 10-Year Yield Telling Us About Inflation or the Economy? Neither, Says Well Fargo
The big dip may be forecasting exactly nothing, because other factors are making it drop, the bank argues.
Shiller: Today’s Housing Boom Will End, But Slowly
The market won’t collapse all at once, yet the dip still will be painful, economist says.
Market Moves
Housing Surge May Be Ebbing, Economist Says
Much of the action has been in the high end of the market, notes TS Lombard’s Brennan.
Alternatives
Student Housing Investment Remains Uncertain, S&P Says
Some pension funds and other institutions have taken big positions in the segment.
Why the Worst Is Over for Mortgage-Backed Securities, Maybe
MBS, which got flattened in March, are on the mend, but some warning signs linger. Like, what if the recession caves the housing market?
Research
Low Inflation, Eh? Just Look at Housing Costs
Recent CPI blip owes a lot to shelter, which is a third of the price gauge and rising at 3% yearly.
Market Moves
Chuck Schwab Mulls Company’s Leaving Costly San Francisco
Financial giant’s founder, apparently not serious, joins locals in kvetching about city’s high prices.
Opinion
OP-ED: How Home Equity Improves Retirement Security
A new form of SRI: secure retirement income.
Market Moves
Housing May Be on the Rebound, or Not
New home sales pick up, but existing ones still lag.
Market Moves
Robert Shiller Is Downbeat About Housing
The celebrated economist thinks residential real estate is ‘looking weaker,’ despite some encouraging data.
Opinion
Op Ed: How Institutional Investing Can Build Housing and Reap Returns
Determining the next generation of housing and what to expect return-wise.
Market Moves
Don’t Worry About the Housing Slump, B of A Says
According to an economist at the bank, lower mortgage rates should improve the situation, which provokes eerie memories.