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Residential Investment

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58 days ago

Recession Watch Metrics

Early in February, I expressed my "increasing concern" about the negative economic impact of "executive / fiscal policy errors", however, I concluded that post by noting that I was not currently on r…

3 months ago

Housing Starts and Recessions

This morning, Carl Quintanilla posted a graph on Bluesky from BESPOKE suggesting the US is heading towards a recession.

Quintanilla quoted BESPOKE:
“On a 12-month average basis, .. Housing Starts h…

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