Bill McBride @calculatedrisk
Author of Calculated Risk economics blog. Real Estate Newsletter https://t.co/isotGwh2dc Threads calculatedriskblog https://t.co/e4hR9QBD6w calculatedriskblog.com United States Joined February 2009-
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Case-Shiller: National House Price Index Up 6.4% year-over-year in February FHFA: House Prices Increased in February, up 7.0% YoY calculatedrisk.substack.com/p/case-shiller…
Case-Shiller: National House Price Index Up 6.4% year-over-year in February calculatedriskblog.com/2024/04/case-s…
There were more new listing home sellers this week than any week in 2023! Catch the full details on the US housing market in this week’s @AltosResearch video. [video link follows the thread] Sellers are steadily coming back into this market. This might be scary, but keep in…
Housing April 29th Weekly Update: Inventory up 2.5% Week-over-week, Up 31.8% Year-over-year calculatedriskblog.com/2024/04/housin…
Fannie and Freddie: Single Family Serious Delinquency Rate Decreased, Multi-family Decreased in March CoreLogic: "US Mortgage Delinquency, Foreclosure Rates Hover Near Historic Lows" calculatedrisk.substack.com/p/fannie-and-f…
PCE Measure of Shelter Slows Slightly to 5.8% YoY in March calculatedriskblog.com/2024/04/pce-me…
Personal Income increased 0.5% in March; Spending increased 0.8% calculatedriskblog.com/2024/04/person…
Lawler: Observations on the Recent Surge in Net International Migration calculatedrisk.substack.com/p/lawler-obser…
NAR: Pending Home Sales Increase 3.4% in March; Up 0.1% Year-over-year calculatedriskblog.com/2024/04/nar-pe…
Weekly Initial Unemployment Claims Decrease to 207,000 calculatedriskblog.com/2024/04/weekly…
BEA: Real GDP increased at 1.6% Annualized Rate in Q1 bea.gov/news/2024/gros… PCE increased at a 2.5% annual rate, and residential investment increased at a 13.9% rate.
AIA: "Architecture firm billings retreat further in March"; Multi-family Billings Decline for 20th Consecutive Month calculatedriskblog.com/2024/04/aia-ar…
Final Look at Local Housing Markets in March calculatedrisk.substack.com/p/final-look-a…
MBA: Mortgage Applications Decreased in Weekly Survey calculatedriskblog.com/2024/04/mba-mo…
New Home Sales Increase to 693,000 Annual Rate in March; Median New Home Price is Down 13% from the Peak calculatedriskblog.com/2024/04/new-ho…
New Home Sales Increase to 693,000 Annual Rate in March calculatedriskblog.com/2024/04/new-ho…
Housing April 22nd Weekly Update: Inventory up 3.0% Week-over-week, Up 30.9% Year-over-year calculatedriskblog.com/2024/04/housin…
NMHC: "Apartment Market Continues to Loosen" calculatedrisk.substack.com/p/nmhc-apartme… This is the seventh consecutive quarter with looser conditions than the previous quarter.
NAR: Existing-Home Sales Decreased to 4.19 million SAAR in March Median House Prices Increased 4.8% Year-over-Year calculatedrisk.substack.com/p/nar-existing…
NAR: Existing-Home Sales Decreased to 4.19 million SAAR in March calculatedriskblog.com/2024/04/nar-ex…
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Joseph Wang @FedGuy12
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Ben Carlson @awealthofcs
256K Followers 716 Following Trying to bring some common sense to the world of finance. Book: https://t.co/c53AckMaZF Podcast: https://t.co/GrhZZzIjLv
Mike Simonsen 🐉 @mikesimonsen
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Rick Palacios Jr. @RickPalaciosJr
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Ivan the K™ @IvanTheK
61K Followers 613 Following Lead Independent Director of Finance Twitter. Portfolio Mangler. Take each tweet with a grain of sea salt. Not opinions of Bridgewater LLC.
modest proposal @modestproposal1
100K Followers 807 Following I shall now therefore humbly propose my own thoughts, which I hope will not be liable to the least objection. https://t.co/NuC25VaSff
Cullen Roche @cullenroche
89K Followers 2K Following Helping people make smarter & more disciplined decisions with their money. | Founder & CIO @disciplinefunds 📊 | Author @pragcap 📖| PM of $DSCF 💰
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157K Followers 2K Following Professor of Practice at Harvard. Teaches Ec 10, some tweets might be educational. Also Senior Fellow @PIIE. Was Chair of President Obama's CEA.
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83K Followers 868 Following Chief economist at @InnovateEconomy. Host of the EconTwitter Water Cooler, live on twitter spaces and downloadable here: https://t.co/toyjfDruRu
Sam Ro 📈 @SamRo
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Jay Parsons @jayparsons
22K Followers 395 Following Rental housing economist, advocate & strategist, Dad x5, suffering Cowboys fan ... Rental housing is essential, misunderstood and we need more of it.
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Craig Fuller 🛩🚛.. @FreightAlley
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🏠🏘 Clayton Coll.. @ClaytonACollins
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274 Followers 960 Following CEO of GoRascal. Ranked #1 Mortgage Broker in NY ‘19 - ‘22 (Scotsman Guide) Licensed in 26 states. NMLS: 182251
@calculatedrisk And he’d be willing to spend ALOT more to do it. That Republicans today won’t even cough up $60B (<1% of the federal budget) to defeat Russia is beyond disgraceful.
Today marks 1 year since I returned to work after giving birth to my daughter. There were a lot of hard moments: -I threw up my 1st week back -I got covid my 2nd week -My 1st big work trip caused my daughter to develop severe clingy-ness -I considered quitting every Wednesday…
It’s my 1st day back at WaPo after maternity leave with my amazing daughter. As I wrote in my out of office: “I’m grateful WaPo offers this leave. Only 23% of private sector US workers have access to paid family leave.”
Mortgage rate buydowns are price cuts that don't show up in the price.
Here's the one thing you need to know about Michael Walzer. When his best friend Marty Peretz got in trouble for saying "Muslim life is cheap," Walzer did not just defend Marty. He defended that specific remark.
@calculatedrisk When it's ready I will send it to you for sure
@calculatedrisk Thanks Bill. We were also looking at resale vs. new home market share shifts during that '78 to '82 period you mention to get a sense of whether new home benefited like it is today for somewhat similar dynamics (lock-in, etc). It did a bit, but nothing like what we're seeing now.…
@cullenroche Both demand and supply need to get over the sticker shock wrt rates and it will take time.
Super excited and honored to announce I was named one of @FastCompany's most creative people in business for 2023 for my newsletter Apricitas! Thank you to everyone who's read or shared the newsletter over the years. Couldn't have done it without you! ❤️ fastcompany.com/90910484/joey-…
I’m ride or die fintwit but I’ve learned so much from ~housing twitter over the years — @calculatedrisk @mikesimonsen @RickPalaciosJr @AliWolfEcon @NewsLambert @LoganMohtashami @LumberTrading @2x4caster @jayparsons and all of the “randos” who have been in my mentions and DM’s.
@calculatedrisk bit ironic his biography was titled "The Man who Knew".
@holden_bukowski @calculatedrisk @AltosResearch this is why I like to point out: you can't judge housing demand by transaction volume when you're in a supply-constrained market.
@calculatedrisk I am so sorry that your friend has to go through this ordeal. So traumatizing. I sent email
@calculatedrisk Just awful. For what it's worth, email to parole board sent. Thank you for sharing and a clear way to offer some small bit of help
@mikesimonsen Had to beat @calculatedrisk’s Monday morning post!
@calculatedrisk Great piece but some quibbles. The widespread use of "Coming Soon" listings in most MLSs shortens the time on market on average. How much? I don't know. Also, the widespread use of electronic signatures shortens the average time on market of solds. How much? I don't know.
No one talks about this but they should.
"Economists estimate that ‘two years of lost immigration’ is responsible for close to half of the 3.5 million workers missing from the labor force" washingtonpost.com/business/2022/…
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