John Mauldin's Outside the Box : Housing, Paul Kasriel

Festivus Flow-of-Funds Stocking Stuffers

John Mauldin — Mon, 18 Dec 2006 22:20:00 GMT

Introduction One of my favorite economists, Paul Kasriel, wrote an excellent article last Friday in his weekly commentary, "The Econtrarian." Not only is it a great "outside the box" analysis but it also follows up to and illustrates...(read more)

Near a Bottom in Housing?

John Mauldin — Mon, 06 Nov 2006 22:44:00 GMT

Introduction I touched briefly on the subject of housing in my Friday letter, "Thoughts from the Frontline" (you can view it here ). Data from across the country points to a number of trends including declines in both new construction and existing...(read more)