Silver Lining from Pandemic #1: Housing Market Will Explode

After my last post on triage, which was a bit dark, I have decided to spend some time doing something that will shock many of you: optimism and positivity. Fact is, I’m actually a pretty optimistic and positive guy — it’s just that I form opinions based on facts, and the facts are often rather … Read more

Just Because You’re Paranoid Doesn’t Mean They’re Not After You

I just spent an hour glued to the TV, absolutely fascinated by what I was seeing and hearing. And no, it wasn’t the latest episode of Game of Thrones (which was rather disappointing in many ways… but I digress). I watched something normal human beings likely would not, since there are only 162 views on YouTube … Read more

What Exactly Does A Market Shift Look Like Today?

I’ve been extraordinarily busy with the final edits on the inaugural issue of The Red Dot, my new premium newsletter offering. It should ship tomorrow to all subscribers, so they can be ahead of the curve and avoid the $225 million lawsuit landing on their doorsteps. /salespitch So blogging has been a bit light. Future … Read more

The City, Post Self-Driving Cars

My April Fool’s experiment has taught me that most people simply do not click on links. 🙂 Accordingly, I’ll minimize the links on future posts, including this one, unless I feel it’s absolutely necessary. Heh. In any event, back to semi-serious topics… and there’s a great one on LinkedIn by the one and only Glenn Kelman, … Read more

Musings on the Supply Crisis

The real estate industry has been talking about low supply for a couple of years now, but it seems that some in the mainstream media have finally woken up to the issue. Chris Matthews writing in Fortune thinks that the housing crisis never ended – it just morphed into something else: “America is experiencing a … Read more

Musing on Culture: Is There Still a Stigma to Foreclosure?

Back in the dark, dark days of the Bubble (2008-2011), I remember thinking a lot about, and talking about, strategic default. Here’s a sample from the tail-end of 2010: What got me wondering is whether that commercial and others like it, which constantly denigrate banks, call mortgages illegal and immoral, and talk about how you … Read more