It's a dissertation that puts the real estate boom into some context:
Real Estate and the Post-Crash Economy
The Backwards Cycle
The Economy Drives Real Estate, or Vice Versa?
Where the Real Money is: Consumer Spending
Slowing Housing Market and the Economy
It's a fairly comprehensive analysis laden with charts and statistics, many of which you may not have seen before.
It's a 4-day weekend, so you have plenty of time to sift through it (so far the feedback has been rather kind).