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Where the Housing Market Goes From Here

Mon Oct 26th, 2009

Josh Lipton

Subsidizing renters with gobs of greenbacks if they buy a house turns out to be a pretty popular program.Thanks to the tax credit for first-time home buyers, as well as cheaper home prices and lower

Why the Foreclosure Crisis Won't End

Thu Sep 10th, 2009

Josh Lipton

A lot of Americans returned home from summer vacation to find a padlock on the front door.According to RealtyTrac, foreclosure filings -- default notices, scheduled auctions, and bank repossessions -

Keepin’ It Real Estate: Allocating Stimulus to Land Banks

Thu Aug 27th, 2009

Andrew Jeffery

After four years of searing pain, the US housing market is finally showing signs of life. And even as the causes and relative sustainability of this nascent “recovery” are being hotly deb

Lies, Damn Lies, and the Real Estate Recovery

Mon Aug 17th, 2009

John Mauldin

Editor's Note: This is part 1 of a multi-part series. See part 2 here.A few weeks ago I first used the term “statistical recovery” to describe the nature of today’s economic environ

Wal-Mart Knows How to Beat the Street

Thu Aug 13th, 2009

Justin Sharon

Minyan Morning MemoOne to watch: I’ll start with the stock that needs no introduction. Wal-Mart (WMT), the largest retailer and indeed private employer on Earth, hasn't lost its ability to beat

Prieur Perspective: Was Rally Too Much, Too Soon?

Mon May 18th, 2009

Prieur du Plessis

A long-awaited reversal in the monumental global stock-market rally since early March finally arrived last week. As the first-quarter earnings season started winding down and post-stress-test capital

Two Ways: Wave of Foreclosures Goes Tsunami?

Wed Apr 22nd, 2009

Terry Woo

Mortgage foreclosures continued in the first quarter, led by the usual suspects: California and Florida. Increasing unemployment and declining home prices are exacerbating the ongoing recession. Data

Foreclosures: Flying The Coop

Wed Apr 22nd, 2009

Minyanville Staff

In a recent RealtyTrac report, California, Florida, Arizona, Nevada and Illinois accounted for nearly 60% of all foreclosures in the first quarter of 2009, with 479,516 properties affected.Las Vegas

No Housing Recovery Lurks in Shadow Inventory

Tue Apr 14th, 2009

John Mauldin

Is That Recovery We See? This week, the market seemed to like financial stocks, and was buoyed on news that Pulte Homes (PHA) would buy Centex (CTX) to create the largest US homebuilder. And with ban

Keepin it Real Estate: The Stabilization Fallacy

Thu Apr 9th, 2009

Andrew Jeffery

Despite recent reports to the contrary, the impending stabilization of the housing market is a myth. While declines in certain markets are coming to an end, real estate, in general, is still in freef
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