Shadow Inventory: Conspiracy Theory or Real? [View article]
Seth, Thanks for the kind words. I noticed at the OC Register MAtt Padilla has written a few articles on shadow inventory that paint a muddled picture as well. What is clear is that there is some level of shadow inventory and thus all data on housing has an disclaimer.
Treasury and Fed Strong Armed Bank of America [View article]
Cetin, As much as I would disagree with basically everything you say I have to hand it to you over the last month, you have been spot on in regards to the market!
Shadow Inventory: Conspiracy Theory or Real? [View article]
Thanks for checking out some of my articles. Yes, if you are the scientific type then economics will seem pretty annoying to you!
Shadow Inventory: Conspiracy Theory or Real? [View article]
Thanks for the kind words. I noticed at the OC Register MAtt Padilla has written a few articles on shadow inventory that paint a muddled picture as well. What is clear is that there is some level of shadow inventory and thus all data on housing has an disclaimer.
Treasury and Fed Strong Armed Bank of America [View article]
As much as I would disagree with basically everything you say I have to hand it to you over the last month, you have been spot on in regards to the market!