How housing costs got here and where they're going.
| Platform |  | Pricing | Freemium | Publishes | Daily |
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| Issues | 665 | Founded | 4 years ago | Last Issue | 5 days ago |
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kevinerdmann.substack.comLatest Issues
More on Filtering and 2008
I recently wrote 2 posts (“Filtering is not a housing affordability strategy” and “Filtering is affordability is filtering”, about a post from Charles Marohn at Strong Towns where he expressed skepticism about the ability of filtering to cr...
Follow-Up to Mortgage Rates and Housing
The last post discussed some observations about interest rates, housing, and the business cycle.
The last post discussed some observations about interest rates, housing, and the business cycle. I thought some simple charts might help clari...
Mortgage Rates and Housing
I’ll probably be revisiting this monthly, at least for a little while.
I’ll probably be revisiting this monthly, at least for a little while. I realize my analysis here is getting a bit precious - building on a number of heterodoxic infere...
Filtering is affordability is filtering
In the previous post, I used a recent post from Charles Marohn at Strong Towns as a framework to discuss errors in the canon about 21st century housing markets. He seems to treat the intention with which new homes are built as the key to wh...
Filtering is not a housing affordability strategy
Michael Wiebe
I have been meaning to link to Michael Wiebe because he has been doing some nice writing pulling together literature on upzoning, filtering and vacancy chains, and presenting it in accessible language. Basically, when yo...
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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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