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John Mauldin took the weekend off, so I offered up the most recent Market Commentary from RR&A as a guest piece: Real Estate and the Post-Crash Economy.

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

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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).

Enjoy.

Source: Sizing up Real Estate in the Post-Crash Economy