The past two weeks, we looked at the Housing Recovery theme, in 5 parts. We sought to challenge the arguments and assumptions of many of the Residential Real Estate bulls.
Here are the distinct parts:
1. Shadow Inventory.
2. Can Buyers Afford Homes.
3. Problem With Home Prices.
4. Foreclosures: A Decade Long Overhang.
5. Fear of Buying: The Psychology of Renting.
Its a broad topic, and this series lays out my views
http://www.ritholtz.com/blog/2012/04/closer-look-at-the-housing-recovery-meme-in-5-parts/?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+TheBigPicture+%28The+Big+Picture%29
Realist - Everybody in America is soft, and hates conflict. The cure for this, both in politics and social life, is the same -- hardihood. Give them raw truth.
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