Financial markets can make you look really foolish, even if you thought your analysis was right, and still do. Today’s humbling example: The best investment by far for the first half of this year has been the one that people like me have been warning against: long-term US Treasury bonds.
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“Gallia est omnis divisa in partes tres.” All Gaul is divided into three parts. Julius Caesar used those words more than 2,000 years ago to begin an account of military conquest. America’s housing affordability challenge might be described similarly. Like Gaul of yore, it divides into three parts: talk, action, and outcomes. Identifying the three […]
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Why we can’t get more housing construction in the US
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Fannie Mae to expand title pilot program, Pulte says
Jun 24, 2026 -
Housing demand holds steady as regional inventory trends reshape the market
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Young buyers are priced out in most U.S. metros, Pew data shows
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Taylor Morrison’s proxy outlining the history and process behind its recently announced acquisition by Berkshire Hathaway makes for interesting reading, especially because the process differed from what many had assumed. It was far more of a deliberate sale than a case of Berkshire Hathaway swooping in to buy the company. The transaction, and the path by […]
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Luxury buyers shift as AI wealth rises, says The Agency
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The best real estate offer is not always the highest price, here’s how to spot risk
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Julia Gordon named senior fellow at Center for Affordable Housing Lending
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Bed Bath & Beyond sets road map built around three housing pilots
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The new real estate playbook is getting cited by AI, not clicked on