Category Archives: Housing

Housing Officially In a Double-Dip

The most widely-followed home price index, the S&P/Case-Shiller index, just came out on 5/31 and showed that we are officially in a double dip.  The report found that home prices in Q1 are now 2.9% below the previous quarterly bottom … Continue reading

Posted in Fed Policy, Financial Crisis, Housing | Leave a comment

The Housing Market and Unemployment

The recent unemployment numbers came back with a dismal increase of only 41,000 in private payrolls.  The chart below shows changes in unemployment since the start of the recession for all recessions since 1948.  As you can see, unemployment in … Continue reading

Posted in Housing, Unemployment | Leave a comment

The Role of Regulation in the 2008 Crisis

My apologies for the length of this piece, but this is a complex topic and I’ve had a lot of coffee! In our investment practice, we use tactical asset allocation to vary the mix of assets in a portfolio in … Continue reading

Posted in Financial Crisis, Housing | Leave a comment