How housing costs got here and where they're going.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 598 | Founded | 4 years ago | Last Issue | 7 days ago |
| Active | |||||
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kevinerdmann.substack.comLatest Issues
Facets of the Housing Crisis
Housing has several distinct problems with different causes and solutions.
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- Homes could be larger or nicer.
This problem is caused, chronically, by low productivity in construction, and recently more acutely by the 2008...
Dream Finders & Beazer Homes
Dream Finders announced a bid to buy Beazer Homes.
Dream Finders announced a bid to buy Beazer Homes Monday, for $25.75 per share. Beazer’s stock jumped from $19 to $25 on the news, but Beazer executives noted that book value is over $40/s...
March 2026 New Home Sales
Recently, I have been writing about the difference between the 20th century, demand constrained housing market and the 21st century supply constrained housing market.
Recently, I have been writing about the difference between the 20th cent...
Podcast Interview with Peter Yoder
I had a great and thorough conversation with Peter Yoder covering many issues in housing. Peter has definitely done a lot of thoughtful reading on the topic and on my thesis. Many great questions, and long (and I hope edifying) answers.
Su...
Mortgages and the Supply of Safe Assets
I recently wrote about how the mortgage crackdown at the federal agencies in 2008 was, arguably, the overwhelming source of the sudden drop in spending in 2008 that was associated with collapsing nominal GDP growth, the deepening recession,...
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Authors
The writers behind this newsletter.
I discovered a new framework for understanding the housing bubble, the financial crisis, and costly housing markets. And, I have developed a novel framework for estimating the effects of supply constraints vs changing demand on home prices.
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