Credit Bubble Stocks

I am bullish on reopening , especially when you combine it with a money-printing stimulus bill that is so gigantic I am wondering whether it...

I had a sense that the expensive spec houses that builders have built recently in the neighborhood were not selling, but I just checked on Z...

Amazing, read the whole thing : "Originally, I thought this would be a bit of a joke. There were billboards in all the Toronto subwa...

Great essay in PIB about real estate investing: I’ve met many rich men in my long life, and I must confess that the category of rich man ...

In October 2016, the Company announced the sale of five locations to General Growth Properties: one store location was closed in early 2016...

Some highlights from "Granola Shotgun" , I think the entire blog is worth reading. As I went through life I watched as another ...

On the WaPo version : DavidRich 9:29 AM MST Let me get this right, unemployed men with no college education are so scarce that the housing...

I mentioned in my review of Maritime Economics that ships were a bad investment and had underperformed Manhattan office real estate, which ...

Link : "Millions of very decent and good people can't afford to live in upper middle class cocoon cities like what San Francisco ...

"Abandoned stores are coming back to life as new owners fill the space with museums, mini-golf and other reuses." A corresponden...

From a WSJ blog post : You can see that the increase in average monthly payment, which was caused by a huge increase in the 10 year bond...

The Mall of America is grim, except for a limited area on the ground-floor that has been brightened. The 3rd-floor is dark and dingy. Many ...

A correspondent writes in, In Vancouver, offered by a credit union (so evading the lending restrictions put on banks), for first time buy...

NYT : "The nexus of the Hamptons McMansion production line, the Farrell Building Company, currently has 30 spec homes in various stag...

A correspondent writes in about the Los Angeles real estate field trip and observations about the new construction project in blighted Sout...

Driving around Los Angeles, I saw the following collection of retail storefronts along the south side of Firestone Blvd west of Atlantic Ave...

"Washington reversed a decades-long decline in population, and has for several years been growing as fast as any of the fastest-growin...

"Monopoly was invented not by an unemployed man during the Great Depression but in 1903 by a feminist who lived in the Washington, D.C...

From a new paper, "Market Risk of Real Estate" , "Direct real estate is the largest asset class without readily available p...

From his latest weekly market comment , "[A]bout 22% of mortgages are underwater, with mortgage debt that exceeds the market value of...