Erdmann Housing Tracker
Kevin ErdmannHow housing costs got here and where they're going.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 588 | Subscribers | Read | kevinerdmann.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Revisiting Aggregate Demand in 2008
In yesterday’s post, I discussed the various pathologies and blind spots that defined reactions to the 2008 financial crisis. While poking around the data, I realized that there are some incremental connections in the story that I haven’t p...
Another Nevada Hallucination
Matt Darling recently alerted me to something that had somehow escaped my attention.
A Reality Check on Relative Home Prices
Most of my technical analysis is derived from a fundamental observation: Where a vertical supply curve creates a shortage of adequate housing, it leads to asymmetrical rent and price appreciation. The most expensive homes are relatively una...
The housing crisis is making young Americans poorer.
A recent article in the Wall Street Journal reflects a number of common statistical and rhetorical claims regarding home affordability that I think are misleading or call for some rethinking, and I thought it might be worthwhile to review t...
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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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