The Housing Bubble Blog

September (49)

• 18 Visit the Housingbubble.blog
• 17 Many Investors Now Panicking Under Financial Strain
• 17 Increased Supply With Larger-Than-Usual Discounts
• 17 You Probably Should Have Sold Last Summer
• 16 More Disappointed Sellers Are Offering Discounts
• 16 The Question Of How Well The Learning Stuck
• 15 My House Got Stolen In The Housing Bubble
• 15 Has The Hottest New Neighborhood Suddenly Gone Ice Cold?
• 14 It Is Very Much A Confidence Game
• 14 There Seems To Be Surprise After Surprise
• 14 The Boom Days Over And The Distress Days Coming
• 13 Sellers Are Slashing Prices After Growing Anxious
• 13 A Little More Motivated Than Normal
• 13 Price Reduction Is A Market-Warranted Reset
• 12 The Whirlwind Of A Credit Squeeze In A Falling Market
• 12 Consumed By People Who Are Not Here
• 12 A Hit To Their Bank Account
• 11 The Blunders Of Quantitative Easing
• 11 Price Cuts And Long List-To-Sell Times
• 11 A Sign Sellers Have Had To Adjust Price Expectations
• 10 The Shift Turned Booming Areas Into The Weakest Markets
• 10 We’re Starting To See The Market Slow Down
• 10 After Inflated Activity, A Little Breathing Room
• 09 A 10 Or 15 Per Cent Drop Is Not The End Of The World,
• 09 People Got Really Comfortable With The Way It Was
• 09 Sellers Are Unaccustomed To Hearing That Horrible Word
• 08 The Buyers Have The Whip Hand
• 08 When Mortgage Risk Expands Alongside Of Prices
• 08 There’s Tons Of Supply Coming Online
• 08 Requests They Wouldn’t Have Dared To Offer
• 07 The Deflating Realization As A Painful Glut Emerges
• 07 It’s Part Of A National Trend
• 06 The Red-Hot Market Is Taking A Breather
• 06 The Slowdown Is Really Related To Prices
• 06 Sellers Created Downward Pressure In The Market
• 05 Speculative Expectations Have Been Taken Out Of The Market
• 05 We’re Seeing Price Reductions Daily
• 04 To Buy A Cat In A Sack
• 04 How Dare You?
• 04 Raising The Specter Of A Glut Once Again
• 04 The Best Thing Buyers Can Do Is Take Their Time
• 03 Investors Fleeced By Sharks With Armies Of Brokers
• 03 All Of A Sudden We Glut The Industry
• 03 Dramatic Price Falls In Higher-End Properties
• 02 We Overbuilt, And Everyone Got Burned
• 02 People Will Realize They Can’t Afford That Rate
• 01 The Problem Of Having Banks Too Big To Fail
• 01 The Reality Of A Level Of Sanity Returning
• 01 The Problem With One-Time Money

August (77)

• 31 Mortgage Prisoners Trapped In A Financial Squeeze
• 31 Where Have All The Buyers Gone?
• 31 The Prices Were Fantasies
• 30 The Craze Has Calmed Down
• 30 PRICED TO SELL RIGHT NOW! MASSIVE PRICE CUT!
• 30 Prices Are Falling Even In Longtime Hot Spots
• 29 Is This The Beginning Of The End?
• 29 Cash Out Before The Bubble Bursts - Los Angeles, California
• 29 The Rapid Rise Seems To Have Come To A Screeching Halt
• 28 The Most Expensive Markets Seen Serious Jumps In Inventory
• 28 They Are Whispering: ‘Just Give Me An Offer’
• 28 The Years Of Rapid Price Appreciation Are Now Behind Us
• 27 The Market Is Saturated And They’ll Sit Empty Awhile
• 27 Sellers Have Been Too Big For Their Britches
• 26 Buyers Are Well-Aware They Have The Upper Hand
• 26 It Doesn’t Have To Be, ‘Oh, My God, This Is 2007 Again’
• 25 This Steep Price Drop Is Just One Of Many
• 25 The Ponzi-Like Investor Fraud Scheme
• 25 The Go-To Place For Real Estate Speculation
• 24 Many Sellers Are Getting A Rude Awakening
• 24 Anxiety That A Developer Will End Up Holding The Bag
• 23 The Days Of Overpaying Are Over
• 23 Residential Real Estate Just Hit A Wall
• 23 The Price Cuts Are Due To Sellers Getting Too Confident
• 22 The Ones Holding The Bag Will Be Investors
• 22 Another Sign Of A Noteworthy Slowdown
• 22 A Stealthier Storm Has Already Hit Florida
• 21 All My Hard-Earned Savings Are Down The Drain!
• 21 An End To Automatically Asking For More Cash
• 21 A Gradual Loosening Naturally Results In Higher Foreclosures
• 20 The Great American Price Boom Losing Its Oomph
• 20 There’s A Normalization Occurring
• 19 I Just Want To Get Out, I've Been Holding Too Long
• 19 What We're Seeing Is More Of A Market Correction
• 19 The Oversupply Is Pulling The Market Down
• 18 They Kept On Drinking The Kool-Aid
• 18 Agents Are Like Frenzied Fish That Are Starving
• 17 People Have Been Asking For Silly Money
• 17 More Sellers Have Been Lowering Their Prices
• 17 People Lose Their Shirts
• 16 A Boom No Longer Supported By Cashed-Up Buyers
• 16 Fears That The Market May Be Peaking In California
• 16 There's A New Sign In The Market - 'Reduced Price'
• 15 You Are Starting To See Too Much Inventory
• 15 The Glut Is A Sign The Market Is Weakening
• 15 The Lipstick Effect Has Emerged In China
• 14 The Common Markers Are Essentially Present
• 14 Cash Negative From Day 1
• 13 Buyers Are't Chasing The Moving, Runaway Train
• 13 Condo Fever—I Don’t Sense It In The Air Anymore
• 13 The Construction Folks Have Played Out Their Hand
• 12 The Downside Of A Glut
• 12 Local Market Observations
• 12 The Slowdown Is An Indicator Of A Housing Bubble
• 11 A Money-Making Machine For The Government
• 11 They Can't Even Sell It For What They Paid
• 10 Investors Are Stressed And Blame Lousy Advice
• 09 How Much Room To Negotiate Downward?
• 09 Slipping In What’s Traditionally The Peak Season
• 08 Buyers Want What They Want For A Steal
• 08 Why Are Rents Falling If We've Got A Shortage?
• 08 There’s Just Not A Lot There To Panic About
• 07 It’s Not Time To Panic, But This Market Is Cooling
• 07 Investors Got In At Way Too High Of A Price
• 07 What The Ceiling Looks Like
• 06 There May Be More Blood On The Housing Street
• 06 The Irony Of A Glut Of Housing Languishing Empty
• 05 Dramatic Price Reductions Every Single Day — Every Hour
• 05 Local Market Observations
• 05 They Bought Right As The Softening Commenced
• 04 The Red-Hot Market Is Showing Signs Of Cooling
• 04 You Can't Always Say, 'It Will Be Worth More'
• 03 The Market Has Come To A Grinding Halt
• 02 A Higher Supply At A Time Of Falling Demand
• 02 Now Sellers Are, Like, 'What’s Going On?'
• 01 Are We Doing This? Are We Having A Downturn?
• 01 Prices In Sought-After Cities Are Heading South

July (33)

• 31 Everyone Misses The Boom Time
• 31 Nobody Wants To Pay The Peak Price
• 30 Where Investors Played A Bigger Role
• 30 Pulling A Rabbit Out Of A Hat
• 29 Headed For A Less Than Soft Landing
• 28 Investors Don't Want To Catch A Falling Knife
• 27 Prices Fall And Product Continues To Hit The Market
• 26 There Are Signs That Boom May Soon Be Over
• 25 Lenders Have Had This Lightbulb Moment
• 24 It Will Sit Forever If A Seller Has An Inflated View
• 23 Equity Will Shrink, Maybe Even Evaporate
• 22 The Great Grandmother Of All Scandals
• 21 A Collective 'Who Could Have Known?' Amnesty
• 20 Discount Sales Can Create A Snowball Effect
• 19 A Real Estate Bacchanalia And An Awkward Silence
• 18 Overbuilt Due To The Need To Feed Their Businesses
• 17 A Traditional Strategy Of Betting That Prices Would Go Up
• 16 Overly Optimistic Sellers And Buyer Fatigue Have Converged
• 15 Everyone Is Really Good At Speculating
• 14 The Question Isn’t If Or Even When: It’s Starting Now
• 13 A Sight Reminiscent Of Years Past Is Once Again Popping Up
• 12 Hey, I Gotta Drop My Prices!
• 11 It’s Back To Reality
• 10 We’re Going To Come Back To Reality
• 08 Lenders Were Excited To Loan As Much Cash As Possible
• 07 The Folly Of Endless Speculation
• 06 Sellers Seemed Almost As Anxious As Buyers
• 05 Sit And Watch The Glut Grow
• 04 Mid-Year Housing Bubble Predictions
• 04 Some Sellers Are Willing To Take A Significant Loss
• 03 You Can Cut Yourself Catching A Falling Knife
• 02 A Flood Of New Supply And Weakening Demand
• 01 The Narrative Pushing To Overvalue An Investment

June (29)

• 30 They Bought At The Top Of The Market
• 29 The Global Binge On Cheap Finance Is Our Modern-Day Debacle
• 28 We’re In For A Year Of Change
• 27 Eager To Cut A Deal And Unload Old Inventory
• 26 A Glut Has Quickly Turned The Tables
• 25 Inflated By Government Schemes And Taxpayers' Money
• 24 The Markets Where We Really Want To Give Stuff Away
• 23 The Flawed Nature Of Economic Theory
• 22 We Just Came From A Few Years Of Record Everything
• 21 This Summer's Market Has Turned Out To Be Crowded
• 20 If You Do A Price Drop, Buyers Think Your Price Is Flexible
• 19 A Discussion Of How Far House Prices Will Fall
• 18 An Oversupply Putting Downward Pressure On Values
• 17 A Government Willing To See Prices Fall
• 16 A Feeding Frenzy Changing To Buyers’ Remorse
• 15 Defying Expectations Still, But In A Different Direction
• 14 Desperate Sellers Watch Their Properties Languish
• 13 Demand Failed To Keep Up With Frenzied Development
• 11 There's A Lot Of Greedy Sellers
• 10 We’re Losing Money Galore!
• 09 Propping Up The Global Economic System
• 08 This Overbuilt Mess Will Collapse Like Yesterday’s Carnival
• 07 A Long Fuse That’s Still Burning
• 06 Facing A Reckoning For Behaviour In The Boom Times
• 05 The Deceit, Fraud And Greed Is Breathtaking
• 04 When Buyers Fly Too Close To The Sun
• 03 It’s Going To Be A Renter’s Market For A Long Time
• 02 The Airbnb Gold Rush Appears To Be Ending
• 01 The Punchline For Sellers Is They Followed The Market Down

May (31)

• 31 Buyers Were Investing At An Almost Irrational Pace
• 30 There Is An Air Of Doom And Gloom
• 29 Some Folks Are Getting Into Homes They Couldn't Afford
• 28 This Isn’t Shrewd Investing, It’s Desperate Speculation
• 27 In A Crazy Market You See Crazy Ideas Emerge
• 26 Investors Opted To Push Already High Values Up
• 25 Investors Suddenly Struggling To Hang On
• 24 The Party Is Over And The Hangover Is Just Beginning
• 23 You'll Find Money, It Falls From The Sky
• 22 A Veritable Avalanche Of New Supply
• 21 Prices Go Up Just To See Where That Ceiling Is
• 20 Buyers Lose Their Herd Urgency
• 19 The Exuberance May Be Waning
• 18 From A Boom To Bust And Then It All Crashed
• 17 Detecting Fake News Of Demand
• 16 A Huge Oversupply Of Over-Commoditised New Boxes
• 15 The Zombie Houses Are Everywhere
• 14 Wall Of Global Capital Continues Searching For Yield
• 13 It's Been Quite A Paradigm Shift
• 12 Vendors Are Starting To Capitulate
• 11 We All Knew It Would End And The End Is Nigh
• 10 A Market Groaning Under The Weight Of New Supply
• 09 It Is A Fact That Oversupply Creates Lower Prices
• 08 This Sudden Batting Collapse
• 07 Inflated Prices That No Longer Have Any Basis In Reality
• 06 The Idea Of Supply Slowing Down Is A Fantasy
• 05 Relief That Reason Has Reasserted Itself
• 04 Stuck With Huge Places They’re Never Going To Get Sold
• 03 That ‘When Is It Going To End?’ Pattern
• 02 An Investment For Old Age Is No Longer Valid
• 01 A Glut Of Luxury Buildings Hitting The Market

April (30)

• 30 Everywhere You Look, It’s Vacant Houses
• 29 Sounds Familiar Moments
• 28 An Expectation That Prices Would Go Up And Up And Up
• 27 An Insane Number And Other Fables Or Myths
• 26 An Acknowledgment That Time Is Of The Essence
• 25 The Boom Phase Is Fading
• 24 It May Be A Problem Tomorrow
• 23 These Shiny New Buildings Have Everything But Tenants
• 22 The Result Of Excessive Exuberance And Relaxed Lending
• 21 We're Taking A Risk, But We're Really Buying An Asset
• 20 To Question Whether Prices Can Go Up Forever
• 19 The Glut Has Indeed Come To Pass
• 18 They Did It To Make More Money – No Longer A Good Idea
• 17 The Adjustment And Reset That’s Needed
• 16 Local Flippers Competing Against Wall Street Flippers
• 15 Wiping Away The Near Frenzied Competition
• 14 The Great Adventures In Central Banking Bubble
• 13 A Scarcity Of Buyers Amid A Mountain Of Unsold Homes
• 12 The Real Estate Equivalent Of Car Crash Scenes
• 11 It’s Peaked And Going The Other Way Now
• 10 They’re Now Aggressive In The Opposite Way
• 09 Infinite Leverage Along With Trillions In Liabilities
• 08 Seeing Their Homes As Units To Gamble
• 07 Investors Need To Bet On Values Increasing
• 06 Investors May Find Themselves In A Sticky Situation
• 05 Properties Priced Too High Languish On The Market
• 04 Turn Out The Lights, The Party Is Over
• 03 Priming The Pumps Of Real Estate Speculation
• 02 Demand Couldn't Keep Up With Construction
• 01 Worldwide, There Is Too Much

March (30)

• 31 If Prices Become Unaffordable, They'll Come Down
• 30 A Cooling Is Turning Into An Ever More Widespread Frost
• 29 The Fire Sale Showed It Was Hard To Move Investor Stock
• 28 An Overbuilt Market Casts A Shadow
• 27 You Can’t Build Affordable Until The Next Downturn
• 26 Uncertainty Over How 'Bad' This Could Become
• 25 A Supply-Side Fantasy
• 24 Investors Are Talking About Unloading Their Properties
• 23 Boom-Glut Dynamics And The Absence Of Money Bags
• 22 Creating A New Definition Of Affordable
• 21 There Were Some Unrealistic Expectations
• 20 Prices Can Easily Be Reduced
• 18 It Is Going To End In Tears
• 17 Mortgage Lenders Are Experimenting Again
• 16 Why Does Everyone Become Greedy At The Same Time?
• 15 What Were Assets Are Turning Into Liabilities
• 14 Sold At A Discount
• 13 More Are Looking At An Asset That Won’t Gain In Value
• 12 What Did I Buy During The Binge?
• 11 It Is Still Very Easy To Borrow Money
• 10 The Fastest Market To Reach Oversupply
• 09 Trying To Minimise Their Losses In The Present Glut
• 08 Prices Can And Do Fall, Hard
• 07 They're Kind Of Taking A Hit
• 06 A State Of Fool's Gold
• 05 People Are Having Trouble Getting The Finance
• 04 A Building Boom That Overshadowed Demand For Years
• 03 Keeping The Situation Alive Is Part Of The Problem
• 02 Bursting Those Bubbles Is Never Smooth
• 01 A Further Sign The Boom Is Over

February (28)

• 28 Some Markets Are Clearly Oversupplied
• 27 A Blueprint For Phasing Out The GSE's
• 26 The Glut Would Have Further Depressed Prices
• 25 Booms Powered By The Cheapest Credit In History
• 24 The Climate Is Changing
• 23 When You Tell Them The Price, They Don’t Come Back
• 22 They List To Sell, But Are Unable To Sell
• 21 Banking On A Huge And Quick Increase In Equity
• 20 Trouble Cooking In Paradise
• 19 Rents Fall In The Face Of An Inventory Glut
• 18 Chosen Option: A Generational Reckoning
• 17 Regulators Are Again Asleep At The Wheel
• 16 The Drum Is Starting To Beat For Investors In Denial
• 15 That Kind Of Supply Is A Little Too Much
• 14 Benefiting From Oversupply And Negotiability
• 13 Now Buyers Are Allowed To Be Cheeky
• 12 The Boccee Ball Is In Their Court
• 11 A Result Of The Feeding Frenzy
• 10 Prices Have Little To Do With Supply And Demand
• 09 In The Throes Of A Real Estate Glut
• 08 Uncertainty, Heavy Discounting In An Unforgiving Market
• 07 Prices Reached A Peak But Have Been Sliding Ever Since
• 06 The Hot Market Raises Questions About Its Upper Limits
• 05 Demand Isn’t Assured
• 04 An Imminent Glut Amid A Wave Of New Construction
• 03 Cheap, Easy Credit And High Price Expectations
• 02 They Jump In Before It Gets Out Of Hand Even More
• 01 There Has Been A Herd Mentality

January (31)

• 31 When Supply Outstrips Demand
• 30 Weep Not For Them
• 29 Sellers Had To Wrestle With What Value Actually Is
• 28 In The Air, There Is Barely Contained Mania
• 27 We Definitely Have An Oversupply
• 26 The Belief That Was A Collective Hallucination
• 25 The Potential For A Glut Of Properties
• 24 Frustrated Sellers Who Just Want To Move
• 23 The Glut Of Supply Is Showing Up
• 22 Perfunctory Valuations Abound
• 21 Greed Is An Intoxicating Flaw
• 20 Hangovers From The Massive Stimulus
• 19 The Issue That Sellers Don’t Feel Great About
• 18 We’ve Already Reached A Turning Point
• 17 Does The Hype Match What's Really Happening?
• 16 Talk Of Substantial Price Cuts
• 15 A Bout Of Realism Rather Than The Usual Optimism
• 14 The Cure Is What Caused The Next Crisis
• 13 More Of A Supply Problem Than A Demand Problem
• 12 What We Are Experiencing Is A Return To Sanity
• 11 People Got Houses They Just Couldn’t Afford
• 10 Thinking There’s A New Market Dynamic
• 09 Hitting The Accelerator As A Cliff Approaches
• 08 The Math Is Not Advantageous
• 07 Lower Sales, Higher Inventory And Price Loss
• 06 The Bubble Has Formed
• 05 Now The Fear Is They Can’t Sell
• 04 When It Absolutely Just Caught In Their Throat
• 03 We’re Not In The Boom Anymore
• 02 Creating A Glut Of Vacant Units
• 01 2007: From Start To Finish, A Year Of Slump

December (28)

• 30 Housing Bubble Predictions For 2018
• 29 Fear Of A Correction Is On The Minds Of Speculators
• 28 The Lack Of Capital To Absorb A Big Loss
• 27 Turning The Tide Of Soaring Property Prices
• 26 Is The Much-Touted Frenzy Just A Bubble?
• 24 A Repeat Of An Earlier Situation
• 23 The Rapid Boom Has Begun To Create A Housing Glut
• 22 The Decisions Made Sense At The Time
• 21 The Spiraling Price Of Buying Turns Expectations Upside Down
• 20 Investor Owned, Empty And In Need Of Work
• 19 A Xanadu For Tech Capitalists And Developers
• 18 Prices Are Just Falling, Falling And Falling
• 17 Those Bubbles That Have Been Saved
• 16 The Atmosphere Is Getting Very Thin
• 15 How To Get Out Of A Housing-Fueled Debt Hole
• 14 People Thought Their Investments Could Only Go Up
• 13 The Market Could Fall Like A House Of Cards
• 12 Many People Are Living In Fantasyland
• 11 A Mass Exodus Appears To Be Expanding The Glut
• 10 The Biggest Effects In The More Expensive Markets
• 09 Mommy, Why Is That Stranger Puking In The Bushes?
• 08 The Adjustment Might Result In A Full-On Crash
• 07 There's Just Too Much Supply
• 06 Despite The Big Price Drop, Making The Choice To Sell
• 05 When Everyone Is Doing It, You Can't Put Everyone In Jail
• 04 Now They’re Having Trouble Filling Them
• 02 Expanding The Reach Of Central-Planning Regimes
• 01 Now That It’s More Normal, People Have More Fear

November (27)

• 30 For Sellers, It Can Be Frustrating
• 29 The Nature Of The Adjustment To Come
• 28 A Lot Of Half-Truths Told During The Boom
• 27 Is This Just Seasonal, Or Is This Something Else?
• 26 From Political Untouchables To Pariahs
• 25 Yet Another Hole In That Sacred Claim
• 24 The Shake-Out Of The End Of The Boom
• 23 The Intertemporal Structure Of Preferences
• 22 A Wealth Of Inventory And A Lack Of Demand
• 21 A Bubble Perspective
• 20 Something Has To Give
• 18 A Buying Frenzy Has Been Encouraged
• 17 The Times Of Rising Interest Rates Is Beckoning
• 16 Something That Sellers Aren't Used To
• 15 A Perpetual Seller’s Market Can’t Last Forever
• 14 If There Are No Takers, There’s No Turning Back
• 13 Too Much Supply Or Not Enough Demand?
• 11 The Battle Lines Are Drawn
• 10 The Heady Days Are Over
• 09 A Question In The Mind Of Every Householder
• 08 Is It Going To Just Sit There?
• 07 You'd Think We'd Be Hitting A Ceiling
• 06 Concerns About Imbalances Around Overbuilding
• 05 Over-Built, Over-Bought And A Ton Coming Online
• 04 What Crony Capitalism Looks Like
• 03 Buyers Are No Longer Responding To That Feeding Frenzy
• 01 Dropping Prices And Changing Up The Terms

October (27)

• 31 The Calculations Have Become Upside Down
• 30 The Same Tides That Rise May Also Fall
• 28 The Bottom Of The Hole Is A Long Way Down
• 27 The Desperation Of The Highly Leveraged
• 26 Hitting The Supply Crescendo
• 25 A Real Concern The Market Will Be Oversaturated
• 24 A Herd Mentality Has Resulted In Absence Of Value
• 23 The Supply Surge Is Becoming The New Normal
• 21 It Was Cheap Money That Took Prices Up
• 20 Shackled Purchasers Are Second-Guessing Their Rabid Decisions
• 19 Growing Inventory And Declining Prices
• 18 Even These Darlings Have Recorded A Drop In Prices
• 17 Long-Term Failure To Some And Severe Stress To Most
• 16 Asking For Trouble
• 14 It’s Inevitable That The Bubble Is Going To Burst
• 13 The Glory Days Could Soon Become A Nightmare
• 12 It’s The Ending Of The Boom
• 11 Used To Be Hot, But Is Now Slowing Down
• 10 The Market Is Not What It Was Six Months Ago
• 09 A Race For The Bottom
• 08 Luxury Apartments For Folks Worried About The Apocalypse
• 06 There Aren’t Enough Buyers Paying Ridiculous Prices
• 05 It's Easier To Find A House Than It Was During The Boom
• 04 The Red-Hot Market Has Become More Rational
• 03 Worries About Overbuilding And Overpaying
• 02 The Investment Thesis Has Been Diminishing Fast
• 01 Struggling To Offload Their Investment

September (28)

• 30 Industry Pushback And Fear-Mongering
• 29 It Seemed Like The Only Way Was Up
• 28 So The Boom Has Ended, Or It’s Ending Right Now?
• 27 So Much Demand That Price Gains Have Been Coming Down
• 26 A Huge Wave Of New Supply Could Do Some Real Damage
• 25 See Who’s Swimming Naked
• 24 The Red-Alerts Of A Distressed Market
• 23 An Era When Some Were Making Small Fortunes
• 22 The Period Of Joyous, Abundant Business Is Over
• 21 When You Can’t Fill Units, The Price Has To Drop
• 20 At The Same Time, There's A Shortage And Overabundance
• 19 It Was Gruesome Watching People Not Make Much Money
• 18 Becoming Collector Items
• 17 Something More Troubling Than Stucco
• 16 The 'If' That Has Entered The Room
• 15 The Attractive Easy Returns Are Under Threat
• 14 Blinded By A State Of Euphoria
• 13 The Question Of The Market Over-Building
• 12 The 'Myth' And This Overpriced Madness
• 11 There Is No ‘Typical’ In This Market Anymore
• 09 An Expanding Pool Of A Dour Perception On Housing
• 08 Past Tense About The Great Disturbance
• 07 A Piss In A Fancy Bottle Scam
• 06 The Lack Of Skin In The Game
• 04 A Lot Of Investors Aren’t Happy
• 03 Mistaking Beauty For Truth
• 02 House-Flipping Speculators Blew Up The Bubble
• 01 A Great Deal Of Stupid Money

August (29)

• 31 Eventually, There Are No Takers
• 30 The Boom Has Created A Vast Oversupply
• 29 Speculative Activity Is Being Squeezed Out
• 28 Attacking Motherhood And Apple Pie
• 27 Wake Up And Smell The Dirty Money
• 26 Increasingly Exposed To Cyclical Risk And Massive Oversupply
• 24 Sorting Through The Wreckage The Madness Caused
• 23 Aspirational Pricing Is On The Wane
• 22 Speculators Who Bit Off More Than They Could Chew
• 21 The Scale Is Beginning To Tip
• 20 The Goal Is To Inflate Asset Prices
• 19 Not Enforcing Topic A On The Lips Of Every Politician
• 18 FOMO Is Flipping The Other Way
• 17 People Are Less Willing To Go Crazy And Pay Anything
• 16 Huge Gluts Of Overpriced Homes
• 15 Everybody Thinks They Are Rich Priced Off The Top Bid
• 14 The Cost Of Housing Is Too Much
• 13 Building For Customers Who Don’t Exist
• 12 All Signs Pointing Toward Dollar Signs
• 11 One Word That Comes Up More Than Any Other
• 09 A Little Bit More Supply Than Demand
• 08 Clinging Like A Spurned Lover To The Old Market
• 07 The Neighborhood Has Changed
• 06 A Great Opportunity For Someone Burdened With Debt
• 05 The Market Was On A (Seemingly) Unstoppable Upswing
• 04 Many Speculators Filled With Regret Right Now
• 03 The Question That Seemed Unthinkable
• 02 They Can't Dream That Ultimate Figure Any More
• 01 If Only They Could Sell Without Taking A Major Hit

July (28)

• 31 Bearing The 'Lesser Of Two Evils' Pain
• 30 The Ongoing Positive Economic Cycle Raises The Question
• 29 They Just Have Tons Of Free Capital
• 28 Moments Of Crisis And Euphoria
• 27 If They're Building More, There's A Need
• 26 The Risk They're Not Making Money On Their Homes
• 25 All The Symptoms Were There
• 24 The Only Answer That Is Ever Provided
• 23 Sellers Are No Longer Anchored To Irrelevant Pricing
• 22 A Glut Few Can Afford
• 21 So How Is It A Buyers Market?
• 20 Few Realized Just How Big The Gulf Is Getting
• 19 Prices Down And Crickets Echoing Through Open Houses
• 17 A Reason As Simple As The Law Of Gravity
• 16 Memo To The Fed: Please Stop Helping
• 15 The Market Has Moderated From Unsustainable Increases
• 14 A Financial Precarity Hiding Behind Glossy Aspirations
• 13 It Is Quite Possible To Overbuild
• 12 Exuberance Infers Frivolity
• 11 The Easy Rise-And-Rise Days Are Over
• 10 We Were All In It To Win It
• 08 Captives To The Monster They Have Created
• 07 It Can Become A Self-Fulfilling Prophecy
• 06 The Million Dollar Question, Or Maybe Two Or Three
• 05 Giving 'Too Big To Fail' An Exit Strategy
• 04 Evidence Is Mounting That There Never Was A Shortage
• 04 Mid-Year Housing Bubble Predictions
• 03 An Overresponse To Demand

June (30)

• 30 The Question About The Users Of Real Estate
• 29 A Simple Way To Launder A Lot Of Money
• 28 What The Lenders Are Thinking Makes No Sense
• 26 It’s A Long Time Coming
• 26 A Disappointing Price Might Be A Great Escape
• 25 A Lemming Effect
• 24 Lost In A Keynesian Puzzle Palace
• 23 People Knew It Wouldn't Last Forever
• 22 Everyone Talks About Oversupply
• 21 How Communities Became Commodities
• 20 Waiting For The Rescue Boat
• 19 Thinking Of It As A Gold Mine
• 18 It Was A Pretty Good Story About A Lack Of Supply
• 17 Moral Hazard, Easy Money And Cheap Credit
• 16 What Was Happening Before The Recession
• 15 Sellers Were Thinking This Is Their Lottery
• 14 The Declines Could Signal Saturation Of The Market
• 13 The Infatuation Had A Short Shelf Life
• 12 You Keep Seeing The Market Going Down
• 11 Left High And Dry
• 10 Asset Pricing In The New Unreal World
• 09 Fears That Buyers Would Simply Cut Their Losses
• 08 Lawsuit Describes Conduct Reminiscent Of 2004
• 08 The Market Remains Over Supplied
• 07 The Sky Is Not In Fact The Limit
• 06 What Got Us Into Trouble Before
• 05 It Appeared That Demand Would Never Be Satisfied
• 04 The Recent Boom Turned Investors Into Landlords
• 03 A Whole World Of Bubbles
• 02 Caught Up In The Desirability Of A Quick And High Return

May (33)

• 31 The Massive Leverage Will Flow Over
• 31 What They See As An Insatiable Appetite
• 30 A Supply-Demand Imbalance Of A Different Kind
• 29 Too Much Money Gets In And You End Up In Tears
• 28 It Is Obvious And Apparent There Will Be Oversupply
• 27 The Question Lingering Behind Every Headline
• 26 Desperate To Sell In A Supposedly Hot Market
• 25 Vulnerable To Financial Ruins In A Minor Correction
• 24 Genuine Sellers And Speculators Alike High And Dry
• 23 A Disconnect Between Economics And Reality
• 22 The Crux Of The Problem Is Oversupply
• 21 Tremendous Velocity That Is Not Normal In Any Market
• 20 More Of An Intended Feature Than A Flaw
• 19 The Sound Of The Pincer Grip
• 17 Well In Excess Of The Desired Equilibrium
• 16 About To Suffer From Years Of Accelerated Improvement
• 15 They’re Not Betting As Much As They Were
• 14 They Almost Can’t Give It Away
• 14 The Glut Of Rentals Will Be Felt In The Wallet, Of Course
• 13 Think Back To The Old Days - Just A Couple Of Years Ago
• 12 A Salient Element Of The Greater Fool
• 11 The Free-For-All Is Going To Come Under More Scrutiny
• 10 Suddenly All The Money Was Taken Away
• 09 Setting A Tone For The Market
• 08 There’s No Upside For Us To Depress The Market
• 07 Hot Spots For Unsavoury, Tax-Evading Speculators
• 06 Current Homeowners Could See Their Value Plummet
• 05 Why Not Bet Big?
• 04 It’s Damning To The Homeowner Who’s Just Bought
• 03 A Risky, Inappropriate Investment
• 03 A Year Without The Frenzy Seen In The Prior Several
• 02 The Difficulty In Escaping From Old Ideas
• 01 If Their Plan Is To Exit, They Could Get Stuck

April (32)

• 30 Money Is Going Into Us
• 29 It Turns Out We Might Have Too Much Housing
• 28 Not The Get-Rich-Quick Scheme That It Has Been
• 27 On A Quiet Day You Can Hear The Values Falling
• 26 The Path To Prosperity
• 26 Where Any Fool Who Wants To Buy Can Buy
• 25 A Glut May Pressure Owners To Drop Their Prices
• 24 A Baseline When Many People Overpaid Is Illogical
• 23 The Biggest Swing You Could Imagine
• 22 Hand-Wringing About A Housing Glut
• 21 Responding Rationally To Loose Money
• 20 You Keep Bidding, And Then You Have Buyer’s Remorse
• 19 It’s Almost Like Buyers Are Playing With Monopoly Money
• 18 Losing Momentum Due To A Historic Construction Boom
• 17 The Quick Ups And Downs Are Not Healthy
• 17 You Have To Go As High As You Can
• 16 Overbuilt And Overpriced
• 15 Doomed To Repeat The Fed’s Mistake
• 14 Victims Of The Greater Fool Theory In An Illiquid Market
• 13 The Billion Dollar A Day Question
• 12 It’s Like A Little Snowball Rolling Down The Hill
• 11 The Same Exact Mistake As Greenspan
• 10 It’s Like A Downward Spiral
• 09 The Financialisation Of The Housing Sector
• 08 No Eureka Moment To Imperil The Gushers Of Money
• 07 An Unlucky Roll Of The Dice
• 06 Everything Is Overpriced, And Returns Are Falling
• 05 Lamenting The Lost Housing Dream Of The Young
• 04 Sellers Are Coming Down From Over-Priced Listings
• 03 The Money Is There For A Good Time, Not A Long Time
• 02 A Market Glut Of Dense, Expensive Housing
• 01 A Lot Of People Need To Draw Interest In Their House

March (28)

• 31 A Lot More People Said, 'Hey, I Can’t Afford My Mortgage'
• 30 People Bought Assets And Were Unable To Deliver
• 29 People Have Been Paying Tomorrow’s Prices
• 28 The Flood Set To Hit The Market
• 27 Worries Became Reality
• 26 A Glittering Monument To Oversupply
• 25 Less Than Clueless Of The Risks
• 24 Not All Houses Are Sold Immediately Regardless Of Price
• 23 The Roll Developers Have Been On Is Starting To Change
• 22 The Markets That Have Recovered Too Much
• 21 Normalization Follows Years Of Red-Hot And Record-Breaking
• 20 The Housing Market Is Bubbly
• 19 Too Many Expensive Houses That Just Aren’t Selling
• 18 The Way Government Entities Think About Affordability
• 17 There’s A Reason That Fantasy Isn't Reality
• 16 The Onetime Kings Of Impossible Prices
• 15 It Doesn’t Feel As Much Of A Gold Rush As It Did
• 14 There's A Renters Market Brewing
• 13 There Is No Escaping The Role Of Investors
• 12 Buyers Can’t Settle And Wish They Could Walk Away
• 11 The Across-The-Board Price Decline
• 10 A Lot Of Buyer Remorse Going On
• 08 They Don't Know Until It's Too Late
• 08 High-Flying Developers Bring Their Work In For A Landing
• 05 HBB On The Road To Texas
• 03 An Appetite That Once Seemed Insatiable
• 01 The Money Spigot Is Open All The Way
• 01 Driving Up Prices Because They Expect Prices To Increase

February (29)

• 26 So, Subprime Is Back
• 25 An Analogy From The Housing Bubble
• 25 A Preponderance Of New Supply
• 24 Agents Are Crying That The Money Isn’t Coming
• 23 A Correction Due To The Sudden Boost In Supply
• 22 Oversupply Is The Big Fear
• 21 They’re Making Lowball Offers
• 20 A Form Of Denial
• 19 A Stuck-In-The-Headlights Situation
• 18 Spawning A Cycle Of Speculation And Correction
• 17 No One Seems Able To Stop This Gadarene Rush
• 15 Driven By Unpredictable Investor Mania
• 15 A Sense Of A Bubble
• 13 Fear Of An Overheated Market Hitting The Wall
• 12 The Enormous Boom Has Saturated The Market
• 12 Believing That Something Plentiful Is Scarce
• 11 A Multiyear Slump Brought On By A Glut
• 10 The Catalyst For Overdue Price Reductions
• 09 A Future Spike In Demand That Has Yet To Materialize
• 09 There’s A Lot Of Product Coming In
• 08 Investors Have Overpaid Severely And Foolishly
• 07 Already, Some Are Reselling At A Loss
• 06 All Of A Sudden There Was A Pretty Big Shift
• 06 Unwinding QE Will Be A Massive And Long-Lasting Hit
• 05 There's Going To Be Some Carnage Up There
• 04 The Major Cause Of Bubbles Around The World
• 03 Buyers Are Waiting For Pricing To Meet Their Expectations
• 02 The Slide Continues
• 01 Debt-Ridden Families Struggling To Pay Monster Mortgages

January (36)

• 31 The Thud Of Slowing Sales
• 30 A Pricing Bubble Where Developers Paid Top Dollar
• 29 Mired In A Deep Foreclosure Swamp
• 28 So Many Listings-For-Losses In The Market
• 28 Bubbles Are Often A Result Of Public Policy
• 27 The Inescapable Conclusion
• 25 Getting Nervous Because They’re Losing So Much Money
• 24 Either Sell Below Asking Or Wait And Wait For Better Days
• 24 Rapid Price Growth Is Unsustainable Over Time
• 22 A Sense That The Sky Is Not The Limit
• 22 A Shortage Of Demand Compounds The Oversupply
• 21 Life In The Days Of The Politically Popular Bubble
• 20 Haphazard Overnight Gains Are Becoming A Thing Of The Past
• 19 A Return To Less Aggressive Market Conditions
• 18 The Only Thing That Can Happen
• 17 The Time To Dream About Better Prices Has Passed
• 17 Where Things Start To Wobble And Teeter
• 16 The Correction We Had To Have
• 15 A Five-Year Frenzy May Be Cooling
• 14 Flippers Bought Not One, But Two Or Three
• 14 A Good Market Almost Always Benefits Sellers
• 13 An Unprecedented Glut
• 12 In The Throes Of A Softening As A Glut Floods The Market
• 11 Heading Into A Rent-Reducing Glut
• 10 Cost-Conscious Buyers Understand There's A Bit Of A Glut
• 10 Exorbitant Prices And Ultra-Competitive Market Will Fade Away
• 09 Questions About How Long The Current Boom Can Last
• 08 Suffering A Hangover From A Construction Binge
• 07 The Specials Are Getting Bigger And Bigger And Better
• 06 The Housing Fever That Could Trigger A Snowballing Effect
• 05 The Demand At Prices Set At 2014 Is Not There
• 04 It’s Going To Be A Renter’s Market In 2017
• 03 A Tough Year For Sellers
• 02 Investments Have Created Too Much Inventory
• 01 What’s Behind The Property Fever?
• 01 The Bursting Of A Rental Market Bubble

December (43)

• 30 Housing Bubble Predictions For 2017
• 30 A Very Widespread, False Belief
• 29 A Wave Of High-End Units, Creating A Glut
• 28 The Good News Is You Can Get A Deal Now
• 27 Staring At Empty Premises And Counting Their Losses
• 26 From Buy, Buy, Buy To Stop, Stop, Stop
• 26 All The Signs Of A Housing Bubble Were Prevalent
• 25 The Essence Of The Christmas Story
• 24 Beyond The Light At The End Of The Tunnel
• 23 Hitting The Ceiling, Seeing Some Prices Fall
• 22 The Issue Is This Price Ramp-Up
• 21 Sometimes Supply Gets Out In Front Of Demand
• 21 In Canada, Amnesia Is Setting In
• 20 The Market Has Reached Its Apex
• 20 The Hottest Markets Are Seeing The Biggest Decreases
• 19 The Normal Stuff That Happens In A Boom-Bust Collapse
• 19 Oversupply May Be A Reality
• 18 Housing Bubbles And The Growing Precariate
• 17 There Are Always Some Who Are Willing To Overpay
• 17 Irrational Legacy Pricing Behaviors
• 16 Investors Are Spitting It Out Now
• 15 A Previously Profitable Venture That Becomes Loss-Making
• 14 A Rot At The Heart Of American Democracy
• 14 Back In Great Recession Territory
• 13 Prices Have Taken A Hit Due To A So-Called 'Glut'
• 13 In The Midst Of A Boom, Concern About A Bust
• 12 Many Buyers Anticipate Prices Will Continue To Fall
• 11 Both Developers And Sellers Will Entertain A Price Reduction
• 10 A More Speculative Bubble
• 10 Motivated Sellers Willing To Look At All Offers
• 09 Supply Is Becoming Conspicuous In Its Abundance
• 09 The Glory Days Of House Selling Are Over
• 08 From Property Bonanza To An Almost Complete Standstill
• 07 The Boom Times Are Quieting To An Echo
• 07 The Whole Thing Is Sad!
• 06 There's Not This Crazy Deluge Of Offers Like Before
• 06 It Went From Very Hot To Very Cold All Of A Sudden
• 05 What Was Profitable Is Now Borderline
• 05 Among Those Worried About What Happens Next
• 04 A Supply Flood Giving Greater Choice And Leverage
• 03 The Housing Bubble Playing Out
• 02 People Who Invested Have Been Left High And Dry
• 01 Buyers Are Waiting For The Market To Further Decline

November (40)

• 30 Not Long Ago, Things Were Different
• 29 The End Of A Decade-Long Boom Sounded Alarm Bells
• 29 Overpriced Homes With Inflexible Sellers Will Sit
• 28 When Selling Isn’t Really An Option
• 28 The Forces Of Markets Have Kicked In On Their Own
• 27 I Can’t Carry This Anymore. Should I Sell?
• 27 The Uncertainty Hasn’t Gone Away
• 26 Repealing The Rule Of Law For White-Collar Criminals
• 26 Prices From Years Past Aren’t The World We Live In Now
• 25 An Unsustainable, Debt-Filled Asset Bubble
• 24 Cheaply Built Overpriced Rabbit Hutches!
• 23 An Ever-Growing Glut
• 23 Seeing A Slowdown, Definitely
• 22 A Stampede Of Flippers Got Overconfident
• 21 Potentially Not Enough People To Buy
• 20 Expensive Has Been Getting Less Expensive Lately
• 19 Firing On All Cylinders Replaced By A Downshift
• 19 A Buyers' Market For A Very Long Time
• 18 Not Every Landlord Can Afford To Take The Hit
• 17 They Want To Get Their Money Back
• 16 The Only Way To Sell, Or They Will Lose More
• 16 Sellers Are Scrambling To Offload Their Real Estate
• 15 A Bit Of A Replay Of The 1980s
• 15 We’re Seeing A Lot Of Stress
• 14 Cash Disappeared, Sales Halted, Transactions Cancelled
• 13 The Fantasy That The Good Times Will Keep Rolling
• 12 Giving Some Extraordinary Gains Back
• 12 They Are Missing One Crucial Thing
• 11 A Lot Of People Who Are Financially Overexposed
• 10 The First Domino
• 08 Da Meddel Fanger!
• 08 A Fundamentally Restructured Economy
• 07 Why The Fed Is Worried About A Bubble
• 06 Sellers So Eager To Lure Buyers They Cut Prices
• 06 Sellers Adjust To The Cool Down
• 05 The Moral Of The Story
• 04 It Was Always Coming And We Wondered When
• 03 Last Year We Were Talking About The Complete Opposite
• 02 A Recipe For An Overbuilt Market
• 01 Natural Market Corrections To Inflated Prices

October (46)

• 31 It's All About Yield And Returns
• 31 Without Buyers, It's Not A Seller’s Market Any Longer
• 30 This Backslide Is Historic
• 29 Well, That Market’s Going Away
• 28 The Economy And Withering Demand
• 28 Relying On Investors Without Real Demand
• 27 Kicked From Full Steam Ahead Into Reverse
• 27 Buyers Are Setting Their Sights Lower
• 26 The Market Is Just Saturated
• 26 Compared To The Peak Of The Madness
• 25 We Are Having A Major Correction
• 24 As A Construction Boom Plays Out, Appetite Has Dimmed
• 24 This Sense That's Something's About To Flip
• 23 The Boom-Bust Cycle Has Expanded Across The Globe
• 23 The Carnival Is Over
• 22 Sellers Now Realize Word Is Out
• 21 The Beginning Stages Of Being Oversaturated
• 20 Spending Money Like They’re Printing It
• 20 If You're Selling It's Time For A Reality Check
• 19 It Looks Like Nobody's Home, Because They Aren't
• 18 We’re Sort Of Running Out Of Customers
• 18 Investors Have Taken A Bath
• 17 Unsustainable Prices Prompt A Steep Decline
• 16 Handing A Drowning Man A Glass Of Water
• 16 What It Means To Be Hot Can Change Over Time
• 15 If You Were Underfunded You’d Want To Roll The Dice
• 14 The Policy Is Paradoxical
• 14 People Are Not Concerned About Getting In Too Deep
• 12 Do I Take The Offer, Or Do I Run The Risk Of Not Selling?
• 11 Most Think Their Home Always Appreciates
• 11 A Little Oversupply Condition
• 10 Investors Walk From Their Agreements
• 10 Many People Already Have Abandoned Ship
• 09 Once It Starts Going Downhill, It Starts Going Fast
• 08 When It Doesn’t Matter What The Seller Wants
• 07 Grand Ideas Are Floated Toward The Top
• 07 Adjusting To Something That Is Much Less Irrational
• 06 A Fine Line Between Hope And Delusion
• 05 A Sign The Boom Is Starting To Unwind
• 05 Sooner Or Later, The Free-Wheeling Fun Cools Off
• 04 Offshore Investors Seem To Be Running For The Doors
• 04 Irrational High, High, High Demand For A Few Houses
• 03 One Verity May Have Collapsed
• 02 People Are Getting A Little Nervous
• 02 Many Markets With Surplus Investment Products
• 01 They’re All Outbidding Each Other In A Good Direction

September (49)

• 30 The Market Is Getting Ready To Make A Big Switch
• 30 General Market Conditions Have Deteriorated
• 29 A Price That Is At Once Unbelievable And Plausible
• 28 No Bubble Has A Happy Ending
• 27 The Availability Of Liquidity And Financial Pain
• 27 It's A Buyer's Market, But Not Many Out There
• 26 We Are Sinking Fast
• 26 Landlords Beware, People Are Shopping Price
• 25 Now There Is A Slowdown On Everything
• 25 Stagnant Inventory At Unrealistic Prices
• 24 Something More Complicated Might Be Going On
• 24 Another Bubble Within The Bubble
• 23 Buyers Saw That It Just Got Beyond The Pale
• 22 There’s Too Many Buyers Who Can’t Afford A House
• 21 A Herding Behavior
• 21 Buyers Are Looking For Projects That Will Rapidly Appreciate
• 20 The Argument For Demand Exceeding Supply Is Unfounded
• 20 A Canary Which Is Starting To Lose Oxygen
• 19 A Once In A Lifetime Bubble
• 18 Mired In A Recession That Never Ended
• 18 Declining Prices Are Difficult For Some To Accept
• 17 The Way All Such Madness Ends
• 16 People Lose Because There Is No One Left To Pay
• 15 Central Bankers Succeeded In Inflating Asset Prices
• 15 A Telltale Sign Of A Shift In The Market.
• 14 It's Not A Strategy, It's Just A Moment In Time
• 14 A Pile-Up Of Houses And Prices That Are Faltering
• 13 We're Starting To See Some Foreclosures
• 13 The Market Slows To Absorb The Flood
• 12 The First Time It's Never Been A Sure-Fire
• 12 The Spike In Supply Was Not In Response To Demand
• 11 Canada Is Like A Swiss Bank Account
• 10 The Boom Left Before We Finished Building
• 10 The Vast Majority Of Risk Has No Capital Behind It
• 09 Cutthroat Price Competition Is Emerging
• 08 The Pain Doesn't Stop At The Very Top
• 07 The Delusion And Gall That Has Gripped The Market
• 07 There May Be A Blowout Looming
• 06 Prices Fall Dramatically After Years Of A Red-Hot Market
• 06 The Culprit Is The High Prices
• 05 Banking On A Market That Would Never Let Up
• 05 The Darling Of The Investment Community
• 04 Investors Are Stuck And Nobody Cares
• 04 We’ll Be Talking About This 10 Years From Now
• 03 The Greatest Single Drop In Canadian History
• 03 Even If The Bubble Crashed, We’d Be Sheltered
• 02 When Prices Do Not Represent Real Market Values
• 01 The Slashing Is Remarkable
• 01 The Glut Is Starting To Happen At Lower Price Ranges

August (54)

• 31 More A Picture Of The Past Than The Future
• 30 Those Panicked Phone Calls From Landlords
• 30 People Don't Like Buying Depreciating Assets
• 29 It's Not An Unrealistic Bubble
• 28 The Hottest Market Ever Doesn’t Just Apply To Owning
• 28 Allowing Excess To Build Up
• 27 An Extreme Instance Of How Crowds Can Go Crazy
• 27 Supply Is Being Drained By Short-Term Scofflaws
• 26 Investors Need To Batten Down The Hatches
• 25 Realtors Say It’s Not Time To Panic
• 24 From A Fear Of Missing Out To Maybe I Should Wait
• 24 At Its Peak Or Beginning A Downturn
• 23 A Trend That Is Happening More Often
• 23 Will We Get To Step 7 This Time?
• 22 The Departure Of Investors Is Quietening The Market
• 22 A Sense Of Scarcity That Drives An Escalation Of Expectations
• 21 Irrational Exuberance At Its Worst
• 21 A Market Gone Wild
• 20 A New Dynamic After Years Of Frenzied Bidding
• 20 Too Many Houses Standing Without Buyers
• 19 Asking For More Money Has Become A Nightmare
• 18 No One Can Escape The Chill
• 17 Regulators Gave Room To Lend Billions Of Extra Dollars
• 17 The Bubble In Land Prices Has Already Happened
• 16 Desperate To Ensure Investments Don't Lead To Losses
• 16 Too Expensive To Rent And There Are Too Many
• 15 In The Eye Of The Hurricane
• 15 An Unprecedented Market
• 14 Building Too Much, Too Fast?
• 13 Eerily Quiet Compared To The Buying Frenzy
• 13 Is History Repeating Itself?
• 12 The Effects Of Overinvestment And Ridiculous Pricing
• 11 A Lot Of Investors Require A Certain Return
• 11 That Pent-Up Demand Is Just About Gone
• 10 A Seemingly Unstoppable Series Of Price Gains
• 10 This Could Just Be An Oversupply Situation
• 09 There’s Going To Be Some Winners And Some Losers
• 08 Some Chinese Buyers Will Break Their Contracts
• 08 A Growing Sense The End Is Out There
• 07 Rising Defaults By Foreign Investors
• 07 Touched By The Modern Gold Rush
• 06 On The Other Side Of Over-Optimism
• 06 Bubble Trouble Is On Its Way… Again
• 05 Investors Are Reeling As Excess Supply Bites
• 05 It Got To The Point Where It Didn’t Matter
• 04 If The Boom Does End, It Wouldn’t Be The First Time
• 04 Sellers Are Adjusting To Softer Demand With Price Decreases
• 03 A Tour Of Too-Easy Money
• 03 Maybe People Are Just Excited And In Denial
• 02 An Each Way Bet On Boom And Bust
• 02 A Tendency For A Herd Effect
• 02 Headlines Are Starting To Shift
• 01 Leverage Doesn’t Help Affordability
• 01 When Too Many Decide To List At The Same Time

July (37)

• 31 Buyers Are Worried They Will Be Left Holding The Baby
• 31 Sniffing Out Dirty Money In Real Estate
• 30 A Cascading Effect Down
• 29 For Almost Five Years We Were On An Upward Spiral
• 28 Thinking The Market Is Going To Go On Forever
• 28 Oversupply, Falling Demand And Weakening Yields
• 27 This All Sounds A Lot Like The Bubble Of 2006
• 27 Prices Aren't Skyrocketing — At Least Not Statewide
• 27 Allowing Greed To Overcome Common Sense
• 26 Familiar Anxieties And Debates
• 26 The Days Of Impressively Peaking Values Are In The Past
• 25 It Could Be Sell Time
• 25 Where Are They Going To Find All These Buyers?
• 24 You Can Hear The Panic In Their Voices
• 24 Do The Underwriters Know Something That We Don’t?
• 24 Waiting For Happy Hour
• 23 A Fundamentally Flawed System
• 23 Real Real Estate and How to Profit
• 22 Those Years Were An Anomaly
• 21 Red Rock, Arizona
• 20 A Clear Picture As To Why Sales And Prices Are Hurting
• 19 The Tsunami That Has Now Evaporated
• 18 The Reality Beginning To Raise Its Ugly Head
• 16 What Made Sense Before The Crash Has Flipped
• 15 What An Incredible Force It Was
• 14 Optimistic Investors Slowly Turn To Despair
• 13 A Bubble In The Making
• 12 The Last Move Is The Biggest
• 11 A Potentially Fast Way To Get Poor
• 09 To Re-Examine Philosophies And Religions
• 08 Looking At A Bit Of Saturation
• 07 A Real Estate Meltdown May Very Well Be On Its Way
• 06 Sellers Who Had To Put Their Tails Between Their Legs
• 05 Possessed By A Boom, Headed For A Bust
• 03 Mid-2016 Housing Bubble Predictions
• 03 The Current Easy Money Bonanza
• 01 This Is Madness, Is It Not?

June (26)

• 30 Investors In­creasingly Face A Funding Gap
• 29 Markets Flooded With Investors Chasing Yield
• 28 A Seemingly Obvious Omission
• 27 The Increases In Prices Have Been Insane
• 25 Sellers Won’t See As Many Offers As Peak Frenzy
• 24 The Problems Of Having A High Proportion Of Investors
• 23 It's Astounding How Universal It Seems To Be
• 22 Their Wager Might Be Shakier Than They Thought
• 21 The Problem Is The Market Always Goes Down
• 20 The Frantic Pace Of Sales Has Abated
• 18 A Lot Of Speculation Out There
• 17 Time and Time Again, It Ends Badly
• 16 This Is Happening Across The Entire Country
• 15 The Fear That There Is An Oversupply
• 14 Some Aren’t Worth What Buyers Are Offering To Pay
• 13 A Sign Of Things To Come
• 11 To View Lending For Property As Less Risky
• 10 Erosion In What Had Once Been A High-Flying Market
• 09 The Urgency To Buy Has Waned
• 08 Buyers’ Tightening Purse Strings
• 07 The Market Segment Often Affected First
• 06 The Myth That Prices Defy Gravity
• 04 To Test Reality We Must See It On The Tight-Rope
• 03 A Greater Fool Theory Of Investment
• 02 Signs Of Impending Fallout
• 01 Building For Everyone But Ourselves

May (27)

• 31 The Money Started Leaving
• 31 It Is Quite Obvious There Is Going To Be A Problem
• 30 It’s A Buyer’s Market Because Prices Are High
• 28 Bubbles Burst At The End Of Euphoria
• 27 There's A Crater Under Every Bubble
• 26 A Pagoda Of Cards
• 25 Everybody’s Dream Started To Scare Everybody
• 24 A Good Many Of These Have Been Bought By Investors
• 23 The Bubble Is Losing Its Air
• 21 An Imbalance That Works In Favor Of Special Interest Groups
• 20 They’ve Had It Way Too Good For Way Too Long
• 19 A Combo Of Falling Prices And Unrealistic Expectations
• 18 Buyers That Can Panic Alongside Everyone Else
• 17 The Higher-End Rental Market Will Be Tested
• 16 We Are Certain Of Uncertainty
• 14 A Normal Ending After Decades Of Extending Booms
• 13 The Mother Of Bad Decisions
• 12 A Housing Bubble Can Lead To Buyer Remorse
• 11 Betting Demand Would Keep Climbing To The Skies
• 10 Sellers Are Beginning To Adjust To Reality
• 09 Luxury Buyers Wealth Is At Stake
• 07 What Feels Like Déjà Vu
• 06 An Upside To The Speculative Nightmare
• 05 No Building Is Immune To The Slowdown
• 04 The Rush To Buy Was Not Present As In Past Years
• 03 When Asset Pricing Is Driven By Central Bank Policy
• 02 An Investment That Isn’t Working

April (31)

• 30 The Benefit Of The Doubt Has Been Lost
• 29 People Are Starting To Get Nervous
• 28 When Buyers Would Pay More Than The House Is Worth
• 27 Everybody Got The Same Idea
• 26 Spending On Something That Isn’t Yours
• 25 The Signs Of Excess Are Visible Everywhere
• 23 When Loss Aversion Kicks In
• 22 If You’re A Pig, Now’s The Time To Get Out The Lipstick
• 21 People Bought Houses With No Equity In Them
• 20 Investors Remained Caught In Property Euphoria
• 19 A First-Come, First-Served Market
• 18 The Game We're Playing Is Completely Insane
• 16 The Process Of A Bubble Coming To Some Normalcy
• 15 When Investors Say Stop
• 14 The Systemic Risks Connected To Real Estate
• 14 A Prosperity Cycle Based On Credit
• 14 When You Make Money This Cheap, You Create Bubbles
• 13 Confidence Is Starting To Wane
• 12 Distorting The Allocation Of Capital Toward Risky Endeavors
• 11 Taking The Price Insensitive Buyer Out Of The Market
• 09 The Shells May Be Cracking
• 08 If You Build A Financial Crisis, It Will Come
• 07 Sellers Have To Find A Way To Become More Flexible
• 07 Investors Will Have To Suck Up A Fall In Prices
• 06 The Heady Days Of Old Are A Distant Memory
• 05 The Ability To Borrow On The Equity
• 05 Everyone Asks, Why Does It Take So Long?
• 04 Many Sellers Still Think It's 2013 Or 2014
• 03 Low-End Rents Are At Least Doubled Now
• 02 An Artificially Produced Scarcity
• 01 The Commodity Class Of Choice For Investors

March (53)

• 31 An Ominous Echo Of The Housing Crash
• 30 Aggrieved Investors Realise There Is A Problem
• 29 Demand For Luxury Has Limits
• 28 Paying More Kind Of Got Into Everybody’s Mind
• 27 An Abundance Of Fictitious And Imaginary Money
• 26 The Frenzy Spread Like A Virus From Block To Block
• 26 Bits Bucket for March 26, 2016
• 25 It's Not A Shortage, It's A Pricing Challenge
• 25 Bits Bucket for March 25, 2016
• 24 People Are Nervous That Prices May Come Back To Earth
• 24 Bits Bucket for March 24, 2016
• 23 There's Just No Frenzy Like There Was
• 23 Bits Bucket for March 23, 2016
• 22 Irresponsible Speculation Motivated By Pure, Naked Greed
• 22 Bits Bucket for March 22, 2016
• 21 Hopes That The Value Will Keep Going Up
• 21 Bits Bucket for March 21, 2016
• 20 The Crisis Of 2008-2009 Is Still With Us
• 20 Bits Bucket for March 20, 2016
• 19 The Promotion Of Policy To Seek Riskier Products
• 19 Bits Bucket for March 19, 2016
• 18 A Little Bit More Desperation In The Air
• 18 Bits Bucket for March 18, 2016
• 17 Stubborn Myths That Are Draining Life Out Of The Market
• 17 Bits Bucket for March 17, 2016
• 16 During A Downturn, The Glut Will Be A Double Whammy
• 16 Bits Bucket for March 16, 2016
• 15 As The Fear Builds You Get A Herd Mentality
• 15 Bits Bucket for March 15, 2016
• 14 It’s Like Déjà Vu All Over Again
• 14 Bits Bucket for March 14, 2016
• 13 When Wall Street Is Backing Main Street
• 13 Bits Bucket for March 13, 2016
• 12 Bits Bucket for March 12, 2016
• 11 Cheap Debt Sustained The Frenzy
• 11 Bits Bucket for March 11, 2016
• 10 Bits Bucket for March 10, 2016
• 09 Invest For Growth Has Been Exposed As Gambling
• 09 Bits Bucket for March 9, 2016
• 08 The Volatile Nature Of Boom And Bust
• 08 Bits Bucket for March 8, 2016
• 07 A Boom Town Is Seeing A Housing Market Reversal
• 07 Bits Bucket for March 7, 2016
• 06 A Zero-Interest Rate Liquidity Trap With No Easy Exit
• 06 Bits Bucket for March 6, 2016
• 05 Bits Bucket for March 5, 2016
• 04 It Is Bubble-Like Again
• 04 Bits Bucket for March 4, 2016
• 03 It's Still A Serious Disconnect
• 03 Bits Bucket for March 3, 2016
• 02 People Got Overzealous And There Was No Discipline
• 02 Bits Bucket for March 2, 2016
• 01 Bits Bucket for March 1, 2016

February (52)

• 29 A Market About Patience Or Price
• 29 Bits Bucket for February 29, 2016
• 28 Drinking The Homebuilder Kool-Aid
• 28 Bits Bucket for February 28, 2016
• 27 Bits Bucket for February 27, 2016
• 26 A Real Sense Of The Opposite Of Optimism
• 26 Bits Bucket for February 26, 2016
• 25 Pretty Freaking Nuts To Survival Mode
• 25 Bits Bucket for February 25, 2016
• 24 The Price For Unsellable Properties Is Just Too Damn High
• 24 Bits Bucket for February 24, 2016
• 23 It Was Too High, It Was Crazy
• 23 Bits Bucket for February 23, 2016
• 22 Looking For A Real Estate Steal
• 22 Bits Bucket for February 22, 2016
• 21 The Problem With Bubbles Is Skewed Incentives
• 21 Bits Bucket for February 21, 2016
• 20 Bits Bucket for February 20, 2016
• 19 Lower Demand, Oversupply And A Business Downturn
• 19 Bits Bucket for February 19, 2016
• 18 Some Buyers Seem To Have Unlimited Money
• 18 Bits Bucket for February 18, 2016
• 17 A Glut At The Higher End
• 17 Bits Bucket for February 17, 2016
• 16 A Doom-Loop Of Debt Gorging And Economic Vulnerability
• 16 Bits Bucket for February 16, 2016
• 15 A Formula For Overdevelopment
• 15 Bits Bucket for February 15, 2016
• 14 From One Excess To Another
• 14 Bits Bucket for February 14, 2016
• 13 Bits Bucket for February 13, 2016
• 12 People Were In Shock, Then Denial, Now They’re Angry
• 12 Bits Bucket for February 12, 2016
• 11 When Properties Are Basically Commodities
• 11 Bits Bucket for February 11, 2016
• 10 An Oversupply Of Luxury Inventory
• 10 Bits Bucket for February 10, 2016
• 09 One Of The Big Bads Is Starting To Emerge Again
• 09 Bits Bucket for February 9, 2016
• 08 A Slowdown In Sales And A Potential Supply Glut
• 08 Bits Bucket for February 8, 2016
• 07 Creating This New, Smaller Tsunami
• 07 Bits Bucket for February 7, 2016
• 05 Bits Bucket for February 5, 2016
• 04 From High Cotton, Coming Back To Reality
• 04 Bits Bucket for February 4, 2016
• 03 Speculation And Hesitation
• 03 Bits Bucket for February 3, 2016
• 02 Fears About Growth Driven By Illegal Money
• 02 Bits Bucket for February 2, 2016
• 01 Froth, Overpaying, Fear And More Price Reductions
• 01 Bits Bucket for February 1, 2016

January (57)

• 31 The Statistics To Confirm, Or Alter, What You Know
• 31 Bits Bucket for January 31, 2016
• 30 Bits Bucket for January 30, 2016
• 29 Set Up To Delete The Home Part Of Housing
• 29 Bits Bucket for January 29, 2016
• 28 Where Trees Don’t Grow To Heaven
• 28 Bits Bucket for January 28, 2016
• 27 A Sign More Downward Pressure Could Be Coming
• 27 Bits Bucket for January 27, 2016
• 26 Over-Reliance Upon One Asset Does Not Make It Immune
• 26 Bits Bucket for January 26, 2016
• 25 Back To 2004 and 2005: Thinking About It Isn’t An Option
• 25 Bits Bucket for January 25, 2016
• 24 Giving Back Extraordinary, Stratospheric, Dramatic Growth
• 24 Bits Bucket for January 24, 2016
• 23 Bits Bucket for January 23, 2016
• 22 Symptoms Of The Cause Of World Economic Bubbles
• 22 Bits Bucket for January 22, 2016
• 21 Fear From The Seller’s Side And From The Buyer’s Side
• 21 Bits Bucket for January 21, 2016
• 20 A Dominant Theme: When Will It End?
• 20 Bits Bucket for January 20, 2016
• 19 An Oversupply Of Almost Everything
• 19 Bits Bucket for January 19, 2016
• 18 Signs The Market Is Heading Back Toward Earth
• 18 Bits Bucket for January 18, 2016
• 17 It Had Gone Up For So Long, We Needed A Reset
• 17 Bits Bucket for January 17, 2016
• 16 Bits Bucket for January 16, 2016
• 15 How Quickly Real Estate Can Change
• 15 Bits Bucket for January 15, 2016
• 14 Bits Bucket for January 14, 2016
• 13 Signs Of A Slowdown Abound
• 13 Bits Bucket for January 13, 2016
• 12 So Hot That You Don’t Expect It To Continue Forever
• 12 Bits Bucket for January 12, 2016
• 11 Australia’s Long-Term Bet On China
• 11 Bits Bucket for January 11, 2016
• 10 People Believed It Would Be To Their Benefit
• 10 Bits Bucket for January 10, 2016
• 09 Bits Bucket for January 9, 2016
• 08 Central Bank Policies Are Wholly Responsible
• 08 Bits Bucket for January 8, 2016
• 07 The Volume Of Price Corrections Is Impressive
• 07 Bits Bucket for January 7, 2016
• 06 Stable And Cheap Is Not An Incentive
• 06 Bits Bucket for January 6, 2016
• 05 The Carnival Came To An Ugly End
• 05 Bits Bucket for January 5, 2016
• 04 The Pastel-Colored Unicorn
• 04 Bits Bucket for January 4, 2016
• 03 The Last Recession
• 03 Housing Bubble Predictions: 2016
• 03 Bits Bucket for January 3, 2016
• 02 Bits Bucket for January 2, 2016
• 01 The Entrenched Moral Hazard Of The Asset Economy
• 01 Bits Bucket for January 1, 2016

December (55)

• 31 Bits Bucket for December 31, 2015
• 30 Bits Bucket for December 30, 2015
• 29 Coasting To A Slowdown
• 29 Bits Bucket for December 29, 2015
• 28 The Beauty Of A Slowdown: Complacency Vanishes
• 28 Bits Bucket for December 28, 2015
• 27 The Last Time Values Went Up This Far, Prices Crashed
• 27 Bits Bucket for December 27, 2015
• 26 Bits Bucket for December 26, 2015
• 25 Bits Bucket for December 25, 2015
• 24 Property Owners May Be Forced To Become Realistic
• 24 Bits Bucket for December 24, 2015
• 23 Most Were Greedy And Ran For The Roses
• 23 Bits Bucket for December 23, 2015
• 22 After A 10-Year Party There Will Be A Magnificent Hangover
• 22 Bits Bucket for December 22, 2015
• 21 The Market May Not Be As Strong As Most People Think
• 21 Bits Bucket for December 21, 2015
• 20 A QE Only Economy
• 20 Bits Bucket for December 20, 2015
• 19 Bits Bucket for December 19, 2015
• 18 In Short Janet, It's Too Late!
• 18 Bits Bucket for December 18, 2015
• 17 The Time To Intervene Was Years Ago
• 17 Bits Bucket for December 17, 2015
• 16 It's Once Again Easier To Qualify For A Mortgage
• 16 Bits Bucket for December 16, 2015
• 15 The Erstwhile Star Has Suffered A Fall From Grace
• 15 Bits Bucket for December 15, 2015
• 14 Prices That Once Would Have Encouraged Optimism
• 14 Bits Bucket for December 14, 2015
• 13 Conspicuous By Its Absence
• 13 Bits Bucket for December 13, 2015
• 12 The Collective Madness Of The Super Cycle
• 12 Bits Bucket for December 12, 2015
• 11 Bits Bucket for December 11, 2015
• 10 Cries For Help From Investors
• 10 Bits Bucket for December 10, 2015
• 09 Buyers Attitudes Are Changing Dramatically
• 09 Bits Bucket for December 9, 2015
• 08 It Will Be Hard To Get The Goldilocks Adjustment
• 08 Bits Bucket for December 8, 2015
• 07 No Longer A Part Of Our Economy
• 07 Bits Bucket for December 7, 2015
• 06 The Markings Of A Bubble
• 06 Bits Bucket for December 6, 2015
• 05 Bits Bucket for December 5, 2015
• 04 In The Absence Of Gains, It’s Called Losing Money
• 04 Bits Bucket for December 4, 2015
• 03 An Industry That’s Starting To Get Spooked By Luxury
• 03 Bits Bucket for December 3, 2015
• 02 Prices Have Already Soared Enough
• 02 Bits Bucket for December 2, 2015
• 01 A Lot Of Investment Money Looking For A Home
• 01 Bits Bucket for December 1, 2015

November (52)

• 30 Bits Bucket for November 30, 2015
• 29 The Apogee Of The Market
• 29 Bits Bucket for November 29, 2015
• 28 Bits Bucket for November 28, 2015
• 27 Stuck In A Situation Of Their Own Making
• 27 Bits Bucket for November 27, 2015
• 26 A Merry Christmas Made Possible By Federal Officials
• 26 Bits Bucket for November 26, 2015
• 25 Some Figure Prices May Be Nearing Their Peak
• 25 Bits Bucket for November 25, 2015
• 24 Entering The Ponzi Stage
• 24 Bits Bucket for November 24, 2015
• 23 Once The Market Starts To Soften: 'Get Out Of Dodge"
• 23 Bits Bucket for November 23, 2015
• 21 Luxury Apartments … Going Up In The Hood
• 21 Bits Bucket for November 21, 2015
• 20 It's Investors Who Are In The Headlights
• 20 Bits Bucket for November 20, 2015
• 19 There Is A Chance It Could Get Cheaper
• 19 Bits Bucket for November 19, 2015
• 18 Greedy Bastards Selling At Inflated Prices
• 18 Bits Bucket for November 18, 2015
• 17 Bits Bucket for November 17, 2015
• 16 Stop Panicking And Accept The Short-Term Pain
• 16 Bits Bucket for November 16, 2015
• 15 An Outlier In Terms Of Headline Value
• 15 Bits Bucket for November 15, 2015
• 14 Bits Bucket for November 14, 2015
• 13 It Couldn't Last, And It Didn't
• 13 Bits Bucket for November 13, 2015
• 12 Prime For A Value-Add Strategy
• 12 Bits Bucket for November 12, 2015
• 11 On The Downward Slope Of The Peak
• 11 Bits Bucket for November 11, 2015
• 10 If The Money Leaves You Have Chaos
• 10 Bits Bucket for November 10, 2015
• 09 The Potential For A Bubble Burst Is Certainly Real
• 09 Bits Bucket for November 9, 2015
• 08 The People Responsible For The Housing Bubble
• 08 Bits Bucket for November 8, 2015
• 07 Bits Bucket for November 7, 2015
• 06 Bits Bucket for November 6, 2015
• 05 A Price Point Even The Middle Class Can Afford
• 05 Bits Bucket for November 5, 2015
• 04 Self-Delusion Is Common During Bubbles
• 04 Bits Bucket for November 4, 2015
• 03 The Purchase Is The Easy Part
• 03 Bits Bucket for November 3, 2015
• 02 A Bubble Of Its Own Making
• 02 Bits Bucket for November 2, 2015
• 01 There’s Expensive, And Then There’s Normal
• 01 Bits Bucket for November 1, 2015

October (56)

• 31 Bits Bucket for October 31, 2015
• 30 The Market Also Depends On Ability To Pay
• 30 Bits Bucket for October 30, 2015
• 29 Sellers Were Getting Overconfident On Pricing
• 29 Bits Bucket for October 29, 2015
• 28 From Euphoria to Revulsion
• 28 Bits Bucket for October 28, 2015
• 27 Bits Bucket for October 27, 2015
• 26 The Kind Of Increases We Saw Before The Bubble Burst
• 26 Bits Bucket for October 26, 2015
• 25 What's The Alternative?
• 25 Bits Bucket for October 25, 2015
• 24 Bits Bucket for October 24, 2015
• 23 A Herd Mentality That The Market Is Sliding
• 23 Bits Bucket for October 23, 2015
• 22 Bits Bucket for October 22, 2015
• 21 The Rocks Reveal Themselves
• 21 Bits Bucket for October 21, 2015
• 20 It's Wrong To Say We Know Too Little About Bubbles
• 20 Bits Bucket for October 20, 2015
• 19 Getting Ourselves In Trouble Again
• 19 Bits Bucket for October 19, 2015
• 18 A Hall Of Mirrors
• 18 The Incidence Of Error
• 18 Bits Bucket for October 18, 2015
• 17 Bits Bucket for October 17, 2015
• 16 The Funny Money Is In Shorter Supply
• 16 Bits Bucket for October 16, 2015
• 15 A Major Shift From When Sellers Held All The Cards
• 15 Bits Bucket for October 15, 2015
• 14 The Gorilla In The Great Room
• 13 To Be Successful In A Crowded Market
• 13 Bits Bucket for October 13, 2015
• 12 The Nearly Unanimous Sentiment Is Fear
• 12 Bits Bucket for October 12, 2015
• 11 Quarterly Fund-Raising Drive
• 11 When Things Started Going Wrong
• 11 Bits Bucket for October 11, 2015
• 10 Bits Bucket for October 10, 2015
• 09 We Began To Think Of Our Homes As Investments
• 09 Bits Bucket for October 9, 2015
• 08 Sellers Are Starting To Chase The Market Down
• 08 Bits Bucket for October 8, 2015
• 07 Unorthodox Demand With Unorthodox Capital
• 07 Bits Bucket for October 7, 2015
• 06 Not A Market For Speculation And Overpricing
• 06 Bits Bucket for October 6, 2015
• 05 The Decks Were Stacked With Aces
• 05 Bits Bucket for October 5, 2015
• 04 Getting Their Money Out
• 04 Bits Bucket for October 4, 2015
• 03 Bits Bucket for October 3, 2015
• 02 What Was A Blessing Is Now A Curse
• 02 Bits Bucket for October 2, 2015
• 01 A Moment When People Take A Pause
• 01 Bits Bucket for October 1, 2015

September (52)

• 30 Does Prosperity Come With Less Affordability?
• 30 Bits Bucket for September 30, 2015
• 29 The Housing Bet May Go Bust
• 29 Bits Bucket for September 29, 2015
• 28 Bits Bucket for September 28, 2015
• 27 One Of The Greatest Threats To The U.S. Economy
• 27 Bits Bucket for September 27, 2015
• 26 Bits Bucket for September 26, 2015
• 25 The Market Is Speaking Loud And Clear
• 25 Bits Bucket for September 25, 2015
• 24 The Impression They Might Not Sell For What They Bought
• 24 Bits Bucket for September 24, 2015
• 23 Hitting The Brakes
• 23 Bits Bucket for September 23, 2015
• 22 Bits Bucket for September 22, 2015
• 21 It’s Now Driven By Sellers Not Wanting To Miss Out
• 21 Bits Bucket for September 21, 2015
• 20 The Global Monetary Madness
• 20 Bits Bucket for September 20, 2015
• 19 Bits Bucket for September 19, 2015
• 18 Overcapacity Has Led To A Vicious Cycle
• 18 Bits Bucket for September 18, 2015
• 17 Bits Bucket for September 17, 2015
• 16 Fear Of Missing Out Is Gone
• 16 Bits Bucket for September 16, 2015
• 15 The Crazy Game Of Overbidding
• 15 Bits Bucket for September 15, 2015
• 14 The Façade Of Convenience
• 14 Bits Bucket for September 14, 2015
• 13 Money Can Change Spending Habits
• 13 Bits Bucket for September 13, 2015
• 12 Bits Bucket for September 12, 2015
• 11 Bits Bucket for September 11, 2015
• 10 An Ongoing Eventuality
• 10 Bits Bucket for September 10, 2015
• 09 Another Property Boom Could Soon Turn To Bust
• 09 Bits Bucket for September 9, 2015
• 08 A Noticeable Shift From The Go-Go Days
• 08 Bits Bucket for September 8, 2015
• 07 An Oversupply And Investors Are No longer As Interested
• 07 Bits Bucket for September 7, 2015
• 06 Commerce Is How It Will Pan Out
• 06 Bits Bucket for September 6, 2015
• 05 Bits Bucket for September 5, 2015
• 04 Many People Can't Afford To Price Aggressively
• 04 Bits Bucket for September 4, 2015
• 03 The Increasingly Common Notion That A Bubble Is Forming
• 03 Bits Bucket for September 3, 2015
• 02 Money Tied Up That They Can’t Afford To Lose
• 02 Bits Bucket for September 2, 2015
• 01 Starting To Get Nervous About Prices
• 01 Bits Bucket for September 1, 2015

August (56)

• 31 Investors Are The First To Exit
• 31 Bits Bucket for August 31, 2015
• 30 A Problem With The Great Monetary Experiment
• 30 Bits Bucket for August 30, 2015
• 29 Bits Bucket for August 29, 2015
• 28 Solving A Debt Crisis With More Debt
• 28 Bits Bucket for August 28, 2015
• 27 Like A Snake Trying To Eat An Elephant
• 27 Bits Bucket for August 27, 2015
• 26 Organized Money Is Already On The Scene
• 26 A Resistance To What People Are Willing To Pay
• 26 Bits Bucket for August 26, 2015
• 25 Walking Out Of The Casino Empty-Handed
• 25 Bits Bucket for August 25, 2015
• 24 Bits Bucket for August 24, 2015
• 23 It's Not Just A History Lesson
• 23 Bits Bucket for August 23, 2015
• 22 Bits Bucket for August 22, 2015
• 21 A Radical Oversupply Of Mortgage Debt
• 21 Bits Bucket for August 21, 2015
• 20 Consumers Believe Their Home Is An Investment
• 20 Bits Bucket for August 20, 2015
• 19 Taking A Hit Because Of The Housing Bubble
• 19 Bits Bucket for August 19, 2015
• 18 An Itch That Won’t Go Away
• 18 Bits Bucket for August 18, 2015
• 17 Bits Bucket for August 17, 2015
• 16 The Fourth Straight Year Of Housing Market Happiness
• 16 Bits Bucket for August 16, 2015
• 15 Bits Bucket for August 15, 2015
• 14 A Fascination With A Fiction
• 14 Bits Bucket for August 14, 2015
• 13 A Bit Of A Rough Patch
• 13 Bits Bucket for August 13, 2015
• 12 Do Sellers Feel Some Sense Of Anxiety?
• 12 Bits Bucket for August 12, 2015
• 11 Acche Din Should Be On The Way
• 11 Bits Bucket for August 11, 2015
• 10 Flashes Of High Spirits
• 10 Bits Bucket for August 10, 2015
• 09 A Crystal Ball And Unrealistically High Expectations
• 09 Bits Bucket for August 9, 2015
• 08 Bits Bucket for August 8, 2015
• 07 The End User Has Become Rational
• 07 Bits Bucket for August 7, 2015
• 06 A Train Wreck In Slow Motion
• 06 Bits Bucket for August 6, 2015
• 05 Once Red-Hot Is Quickly Turning To A Fizzle
• 05 Bits Bucket for August 5, 2015
• 04 The Boom Seems Like A Distant Memory
• 04 Bits Bucket for August 4, 2015
• 03 It Can Be A Gamble For The Sellers
• 03 Bits Bucket for August 3, 2015
• 02 Getting The Last Juice Out Of The Orange
• 02 Bits Bucket for August 2, 2015
• 01 Bits Bucket for August 1, 2015

July (58)

• 31 The Bust Doesn't Destroy Wealth
• 31 Bits Bucket for July 31, 2015
• 30 Preparations For Growth Can Be Overly Optimistic
• 30 Bits Bucket for July 30, 2015
• 29 Gaming The Market
• 29 Bits Bucket for July 29, 2015
• 28 Prices Either Continue To Go Up Or They Crash
• 28 Bits Bucket for July 28, 2015
• 27 Old Man Panic And The Ghost Of 2006
• 27 Bits Bucket for July 27, 2015
• 26 An Irrational Market For A Global Commodity
• 26 Bits Bucket for July 26, 2015
• 25 Bits Bucket for July 25, 2015
• 24 The Swift Change From Bidding Wars To Surplus
• 24 Bits Bucket for July 24, 2015
• 23 More Viewing Real Estate As A Golden Ticket
• 23 Bits Bucket for July 23, 2015
• 22 There Is Only One Place To Go From Here
• 22 Bits Bucket for July 22, 2015
• 21 The Feeling It Was Never Going To Stop
• 21 Bits Bucket for July 21, 2015
• 20 The Situation Is Deja Vu To The Early 2000's
• 20 Bits Bucket for July 20, 2015
• 19 Denying Us The Truth
• 19 Bits Bucket for July 19, 2015
• 18 Bits Bucket for July 18, 2015
• 17 It's Tulipomania All Over Again
• 17 Bits Bucket for July 17, 2015
• 16 Bits Bucket for July 16, 2015
• 15 Scams Exposed When The Market Has Slowed
• 15 Bits Bucket for July 15, 2015
• 14 The Dream Of Huge Investment Opportunities
• 14 Bits Bucket for July 14, 2015
• 13 People Are Confident, Afraid, Kind Of Nuts
• 13 Bits Bucket for July 13, 2015
• 12 Quarterly Fund-Raising Week
• 12 Surgery To Avoid Death
• 12 Bits Bucket for July 12, 2015
• 11 Bits Bucket for July 11, 2015
• 10 Entering A Period Of Realism
• 10 Bits Bucket for July 10, 2015
• 09 A New Era
• 09 Bits Bucket for July 9, 2015
• 08 The Story Of The Speculative Boom And Bust
• 08 Bits Bucket for July 8, 2015
• 07 The Toxic Business Model Is Still Out There
• 07 Bits Bucket for July 7, 2015
• 06 The Elephant In All Of Our Rooms
• 06 Bits Bucket for July 6, 2015
• 05 Mid-Year Housing Bubble Predictions
• 05 Bits Bucket for July 5, 2015
• 04 Bits Bucket for July 4, 2015
• 03 Setting The Market Up For Disaster
• 03 Bits Bucket for July 3, 2015
• 02 There's Going To Be A Lot More Tears
• 02 Bits Bucket for July 2, 2015
• 01 An Unhealthy And Unsustainable Pace
• 01 Bits Bucket for July 1, 2015

June (54)

• 30 Bubbles Usually Happen Because Of Speculators
• 30 Bits Bucket for June 30, 2015
• 29 Cautious Buyers Are Willing To Walk Away
• 29 Bits Bucket for June 29, 2015
• 28 A Bubble Of Epic Proportions
• 28 Bits Bucket for June 28, 2015
• 27 Bits Bucket for June 27, 2015
• 26 Money Laundering, Speculation And Low Interest Rates
• 26 Bits Bucket for June 26, 2015
• 25 The American Dream Continues To Fizzle
• 25 Bits Bucket for June 25, 2015
• 24 The 'You’ve Got To Get Into The Market Now' Feeling
• 24 Bits Bucket for June 24, 2015
• 23 A Stress Test
• 23 Bits Bucket for June 23, 2015
• 22 A Natural Big Lie
• 22 Bits Bucket for June 22, 2015
• 21 The Short End Of The Stick
• 21 Bits Bucket for June 21, 2015
• 20 Bits Bucket for June 20, 2015
• 19 The Widely-Held Impression Explained By Psychology
• 19 Bits Bucket for June 19, 2015
• 18 It Seems Like The Floodgates Have Opened
• 18 Bits Bucket for June 18, 2015
• 17 Bits Bucket for June 17, 2015
• 16 Bits Bucket for June 16, 2015
• 15 Addicted To Something So Easy To Get
• 15 Bits Bucket for June 15, 2015
• 14 The Last 20 Years Were An Aberration
• 14 Bits Bucket for June 14, 2015
• 13 Bits Bucket for June 13, 2015
• 12 Recognizing Irrational Exuberance In Others
• 12 Bits Bucket for June 12, 2015
• 11 Speculators Have Subverted The Sharing Economy
• 11 Bits Bucket for June 11, 2015
• 10 A Continuing Trend Toward A Correction
• 10 Bits Bucket for June 10, 2015
• 09 Robbing People Of Significant Amounts Of Equity
• 09 Bits Bucket for June 9, 2015
• 08 This Is A Different Market
• 08 Bits Bucket for June 8, 2015
• 07 What Started It Was The Buzz
• 07 Bits Bucket for June 7, 2015
• 06 Bits Bucket for June 6, 2015
• 05 Waves That Could Get A Bit Choppy
• 05 Bits Bucket for June 5, 2015
• 04 A Menace To The Economic Welfare Of The People
• 04 Bits Bucket for June 4, 2015
• 03 The Only Thing We Have To Watch For Is Greed
• 03 Bits Bucket for June 3, 2015
• 02 Casual Observation Can Tell You It's A Bubble
• 02 Bits Bucket for June 2, 2015
• 01 It’s Like High-Stakes Poker
• 01 Bits Bucket for June 1, 2015

May (57)

• 31 From White To Merely Red Hot
• 31 Bits Bucket for May 31, 2015
• 30 Bits Bucket for May 30, 2015
• 29 A Recipe For Asset-Price Bubbles
• 29 Bits Bucket for May 29, 2015
• 28 An Artificial Price Pressure
• 28 Bits Bucket for May 28, 2015
• 27 This Run-Up Has Been Historically Exceptional
• 27 Bits Bucket for May 27, 2015
• 26 Because It Has Been Good, It Must Be Good Forever
• 26 Bits Bucket for May 26, 2015
• 25 Buying At The Top Of What They Can Afford
• 25 Bits Bucket for May 25, 2015
• 24 Buyers Acknowledge They're Overpaying
• 24 Bits Bucket for May 24, 2015
• 23 Bits Bucket for May 23, 2015
• 22 Nobody Wants To Buy At The Top
• 22 Bits Bucket for May 22, 2015
• 21 A Lot Of Speculation In The Marketplace
• 21 Bits Bucket for May 21, 2015
• 20 A Lot Of People Bought Houses When Prices Were High
• 20 Bits Bucket for May 20, 2015
• 19 A Boom Built On False Equity
• 19 Bits Bucket for May 19, 2015
• 18 Some Sellers May Rush To Get Out
• 18 Bits Bucket for May 18, 2015
• 17 This Kind Of Synchronized Boom Has Never Happened
• 17 Bits Bucket for May 17, 2015
• 16 Bits Bucket for May 16, 2015
• 15 It Was A Free-For-All And Speculation Was Rife
• 15 Bits Bucket for May 15, 2015
• 14 Investors Are Seeking A Safe House For Their Wealth
• 14 Bits Bucket for May 14, 2015
• 13 Haves And Have-Nots
• 13 Bits Bucket for May 13, 2015
• 12 A Familiar Theme In Real Estate Booms
• 12 Bits Bucket for May 12, 2015
• 11 Reminders Of The Real Estate Bust
• 11 Bits Bucket for May 11, 2015
• 10 A 'Push Me, Pull You Situation'
• 10 Bits Bucket for May 10, 2015
• 09 Bits Bucket for May 9, 2015
• 08 The Herd Mentality Will Also Drive The Selling
• 08 Bits Bucket for May 8, 2015
• 07 Overvalued From Over-Exuberant Growth
• 07 Bits Bucket for May 7, 2015
• 06 A Defining Act Of The Housing Crisis
• 06 Bits Bucket for May 6, 2015
• 05 The Disconnect In The Home Business
• 05 Bits Bucket for May 5, 2015
• 04 Overvalued Homes And A Glut Of Supply
• 04 Bits Bucket for May 4, 2015
• 03 They’re Spending A Ton, And Why Not?
• 03 Bits Bucket for May 3, 2015
• 02 Bits Bucket for May 2, 2015
• 01 A Bubble That Is Bound To End Badly
• 01 Bits Bucket for May 1, 2015

April (54)

• 30 The Ingredients You'd Expect To See In A Bubble
• 30 Bits Bucket for April 30, 2015
• 29 Prices Can Even Go Back To Where They Started From
• 29 Bits Bucket for April 29, 2015
• 28 More Interested In Revenue Than Affordable Housing
• 28 Bits Bucket for April 28, 2015
• 27 Taking Equity To Purchase Investment Properties
• 27 Bits Bucket for April 27, 2015
• 26 Up, Up, And Away
• 26 Bits Bucket for April 26, 2015
• 25 Bits Bucket for April 25, 2015
• 24 Concerned About Their Ability To Get Top-Dollar
• 24 Bits Bucket for April 24, 2015
• 23 Gravity Has Been Revealed
• 23 Bits Bucket for April 23, 2015
• 22 Sellers Are Waking Up
• 22 Bits Bucket for April 22, 2015
• 21 Selling For Profit, Selling Out Of Necessity
• 21 Bits Bucket for April 21, 2015
• 20 The Mistake Of Regarding Homes As An Asset Class
• 20 Bits Bucket for April 20, 2015
• 19 Does 'It’s Just A Boom' Still Hold True?
• 19 Bits Bucket for April 19, 2015
• 18 Bits Bucket for April 18, 2015
• 17 A Riskless, Highly Profitable Investment
• 17 Bits Bucket for April 17, 2015
• 16 High Prices And A Glut Of New Inventory
• 16 Bits Bucket for April 16, 2015
• 15 The Third Episode Of The Global Financial Crisis
• 15 Bits Bucket for April 15, 2015
• 14 You Could Say The Shortage Is Over
• 14 Bits Bucket for April 14, 2015
• 13 Bits Bucket for April 13, 2015
• 12 The True Causes Of The Debacle
• 12 Bits Bucket for April 12, 2015
• 11 Bits Bucket for April 11, 2015
• 10 A High-Risk Money-Go-Round
• 10 Bits Bucket for April 10, 2015
• 09 The Way To Enlightenment
• 09 Bits Bucket for April 9, 2015
• 08 Pent-Up Seller Readiness To Turn A Quick Profit
• 08 Bits Bucket for April 8, 2015
• 07 Bits Bucket for April 7, 2015
• 06 Investors More Likely To Exit At A Loss
• 06 Bits Bucket for April 6, 2015
• 05 A Grand Experiment In Promoting Risk Taking
• 05 Bits Bucket for April 5, 2015
• 04 Bits Bucket for April 4, 2015
• 03 Many Are Looking To Exit Their Investment
• 03 Bits Bucket for April 3, 2015
• 02 They Gambled And Lost
• 02 Bits Bucket for April 2, 2015
• 01 You Haven’t Lost Until You Sell
• 01 Bits Bucket for April 1, 2015

March (52)

• 31 Bits Bucket for March 31, 2015
• 30 An Incorrect Assumption
• 30 Bits Bucket for March 30, 2015
• 29 HBB Fundraising Week
• 29 A Congruence Of Interests Cashing In On The Bubble
• 29 Bits Bucket for March 29, 2015
• 28 Bits Bucket for March 28, 2015
• 27 A Consequence Of The Euphoric Years
• 27 Bits Bucket for March 27, 2015
• 26 People Just Don't Want To Hang Onto Those Loans
• 26 Bits Bucket for March 26, 2015
• 25 A Long Way To Go To Be Back To Normal
• 25 Bits Bucket for March 25, 2015
• 24 If Everybody Is Thinking The Same Thing
• 24 Bits Bucket for March 24, 2015
• 23 A Lull Before The Storm
• 23 Bits Bucket for March 23, 2015
• 22 Sellers Can Have Their Cake And Eat It Too
• 22 Bits Bucket for March 22, 2015
• 21 Bits Bucket for March 21, 2015
• 20 Interwoven In An Obscure Chain Of Ponzi Credit
• 20 Bits Bucket for March 20, 2015
• 19 Bits Bucket for March 19, 2015
• 18 Bits Bucket for March 18, 2015
• 17 Many Investors Are Shocked At What Happened
• 17 Bits Bucket for March 17, 2015
• 16 Bits Bucket for March 16, 2015
• 15 A Bottomless Pit If They Cut Prices
• 15 Bits Bucket for March 15, 2015
• 14 Bits Bucket for March 14, 2015
• 13 Bits Bucket for March 13, 2015
• 12 Living In The Twilight Of Uncertainty
• 12 Bits Bucket for March 12, 2015
• 11 Some Of These Gains Could Be Reversed
• 11 Bits Bucket for March 11, 2015
• 10 The Fast-Moving Gravy Train Is Drying Up
• 10 Bits Bucket for March 10, 2015
• 09 A Little Bit Irresponsible And A Little Bit Crazy
• 09 Bits Bucket for March 9, 2015
• 08 An Era Of Unreality Defined By Magical Thinking
• 08 Bits Bucket for March 8, 2015
• 07 Bits Bucket for March 7, 2015
• 06 In A Sane World, Most People Would Want Cheaper Housing
• 06 Bits Bucket for March 6, 2015
• 05 Bits Bucket for March 5, 2015
• 04 Bits Bucket for March 4, 2015
• 03 Reality And Desperation Are Going To Kick In
• 03 Bits Bucket for March 3, 2015
• 02 The Bubble Can't Help But Burst
• 02 Bits Bucket for March 2, 2015
• 01 Inflated Prices And Funny Money Spending Patterns
• 01 Bits Bucket for March 1, 2015

February (50)

• 28 Bits Bucket for February 28, 2015
• 27 A Glaring Piece Of Hubris
• 27 Bits Bucket for February 27, 2015
• 26 Accelerating The Burst Of The Bubble
• 26 Bits Bucket for February 26, 2015
• 25 Bits Bucket for February 25, 2015
• 24 Declines From Levels That Were Inflated
• 24 Bits Bucket for February 24, 2015
• 23 Homeowners Have Decided: 'Let’s Get Out'
• 23 Bits Bucket for February 23, 2015
• 22 The Boom Has Created The Conditions For A Bust
• 22 Bits Bucket for February 22, 2015
• 21 Bits Bucket for February 21, 2015
• 20 Bits Bucket for February 20, 2015
• 19 Prices Got A Little Bit Out Of Control
• 19 Bits Bucket for February 19, 2015
• 18 The Real Estate Community Has Lost Its Exuberance
• 18 Bits Bucket for February 18, 2015
• 17 Real Discounts A Response To Real Supply Glut
• 17 Bits Bucket for February 17, 2015
• 16 Renting Was Never The Long-Term Goal
• 16 Bits Bucket for February 16, 2015
• 15 Another Frothy Market On The Verge Of Reversing
• 15 Bits Bucket for February 15, 2015
• 14 Bits Bucket for February 14, 2015
• 13 Investors Have Had Their Fingers Burnt
• 13 Bits Bucket for February 13, 2015
• 12 Back To Earth
• 12 Bits Bucket for February 12, 2015
• 11 Something Else Is Going On
• 11 Bits Bucket for February 11, 2015
• 10 This Normalising Is Not Good For The Fangnu
• 10 Bits Bucket for February 10, 2015
• 09 A Bit Of A Herd Mentality
• 09 Bits Bucket for February 9, 2015
• 08 There's Nobody In Between
• 08 Bits Bucket for February 8, 2015
• 07 Bits Bucket for February 7, 2015
• 06 The Ripples Are Spreading
• 06 Bits Bucket for February 6, 2015
• 05 A Desperate Bid To Appeal To Nervous Buyers
• 05 Bits Bucket for February 5, 2015
• 04 The Last Moments Of Trendsetting Hurrahs
• 04 Bits Bucket for February 4, 2015
• 03 When There Is Oversupply, This Is What Happens
• 03 Bits Bucket for February 3, 2015
• 02 Consumers May Be Experiencing Sticker Shock
• 02 Bits Bucket for February 2, 2015
• 01 Debt, Prices, And A Self-Augmenting Spiral
• 01 Bits Bucket for February 1, 2015

January (52)

• 31 Bits Bucket for January 31, 2015
• 30 Bits Bucket for January 30, 2015
• 29 Ultimately, There Was A Fever
• 29 Bits Bucket for January 29, 2015
• 28 Investors Counting On A Rising Market
• 28 Bits Bucket for January 28, 2015
• 27 Everyone Thought The Movie Would Never End
• 27 Bits Bucket for January 27, 2015
• 26 Nowhere Near The Frenzy
• 26 Bits Bucket for January 26, 2015
• 25 Once You Start Deflating A Bubble...
• 25 Bits Bucket for January 25, 2015
• 24 Bits Bucket for January 24, 2015
• 23 A Bubble Means Price Increases For Nothing
• 23 Bits Bucket for January 23, 2015
• 22 The Past Two Years Was Not Reality
• 22 Bits Bucket for January 22, 2015
• 21 A High-Flying Market Has Caught A Serious Chill
• 21 Bits Bucket for January 21, 2015
• 20 Investors Who’d Buy Anything, Figuring Values Would Rise
• 20 Bits Bucket for January 20, 2015
• 19 Supply Is Abundant But Demand Is Not As High As Before
• 19 Bits Bucket for January 19, 2015
• 18 Historical Highs Set For A Multiyear Decline
• 18 Bits Bucket for January 18, 2015
• 17 Bits Bucket for January 17, 2015
• 16 Bits Bucket for January 16, 2015
• 15 Bumping Up Against An Affordability Problem
• 15 Bits Bucket for January 15, 2015
• 14 Incentives And Price Reductions On Speculative Homes
• 14 Bits Bucket for January 14, 2015
• 13 A Non-Stop Parade Of Asset Price Bubbles
• 13 Bits Bucket for January 13, 2015
• 12 The Scenario Is About To Change
• 12 Bits Bucket for January 12, 2015
• 11 Greed Is No Accident
• 11 Bits Bucket for January 11, 2015
• 10 Bits Bucket for January 10, 2015
• 09 Bits Bucket for January 9, 2015
• 08 Seeing A Buyer Push Back
• 08 Bits Bucket for January 8, 2015
• 07 A Reversal From The Days Of The Boom
• 07 Bits Bucket for January 7, 2015
• 06 Bits Bucket for January 6, 2015
• 05 Evidence Of The Shoe Dropping
• 05 Bits Bucket for January 5, 2015
• 04 The Unreal Real Estate Reality
• 04 Bits Bucket for January 4, 2015
• 03 Bits Bucket for January 3, 2015
• 02 Bits Bucket for January 2, 2015
• 01 Housing Bubble Predictions: 2015
• 01 Bits Bucket for January 1, 2015

December (55)

• 31 Bits Bucket for December 31, 2014
• 30 It Feels Like Some Sort Of Hard Landing
• 30 Bits Bucket for December 30, 2014
• 29 Now All Assumptions Are In Question
• 29 Bits Bucket for December 29, 2014
• 28 A World Without Grossly Overvalued Assets
• 28 Bits Bucket for December 28, 2014
• 27 Bits Bucket for December 27, 2014
• 26 Bits Bucket for December 26, 2014
• 25 Everything Is Coming Off The Boil Very Quickly
• 25 Bits Bucket for December 25, 2014
• 24 Bits Bucket for December 24, 2014
• 23 We’re Going To See The Market Tested
• 23 Bits Bucket for December 23, 2014
• 22 Where Home Prices Have Become Quite Dear
• 22 Bits Bucket for December 22, 2014
• 21 For Real Estate, The Winter Is Coming
• 21 Bits Bucket for December 21, 2014
• 20 Bits Bucket for December 20, 2014
• 19 Bits Bucket for December 19, 2014
• 18 It Is Turning Out To Be A Disaster
• 18 Bits Bucket for December 18, 2014
• 17 Rapid Growth And Uncertain Collateral
• 17 What Would Have Been Unthinkable
• 17 Bits Bucket for December 17, 2014
• 16 Where Did All The Investors Go?
• 16 Bits Bucket for December 16, 2014
• 15 Selling An Obsolete Version Of The American Dream
• 15 Bits Bucket for December 15, 2014
• 14 A Lot Of Profit Which Resulted In Unsold Stock
• 14 Bits Bucket for December 14, 2014
• 13 Bits Bucket for December 13, 2014
• 12 Looking For The Philosophers' Stone To Make It Last
• 12 Bits Bucket for December 12, 2014
• 11 An Illusion of Liquidity
• 11 Bits Bucket for December 11, 2014
• 10 The First Rule Of Holes
• 10 Bits Bucket for December 10, 2014
• 09 Selling Pressures Are Starting To Build
• 09 Bits Bucket for December 9, 2014
• 08 A Dramatic Decline Which Nobody Predicted
• 08 Bits Bucket for December 8, 2014
• 07 Derivatives Of The Mania
• 07 Bits Bucket for December 7, 2014
• 06 Bits Bucket for December 6, 2014
• 05 It Appears That The Prices Weren't Able To Hold
• 05 Bits Bucket for December 5, 2014
• 04 Building A Second Wave Of Distressed Properties
• 04 Bits Bucket for December 4, 2014
• 03 Forgetting The Lessons Of The Financial Crisis
• 03 Bits Bucket for December 3, 2014
• 02 The Fall In Prices Is No Longer A Vague Fear
• 02 Bits Bucket for December 2, 2014
• 01 A Sort Of Malinvestment
• 01 Bits Bucket for December 1, 2014

November (49)

• 30 How Empty And Worthless Is The Power Of Kings
• 30 Bits Bucket for November 30, 2014
• 29 Bits Bucket for November 29, 2014
• 28 Bits Bucket for November 28, 2014
• 27 A Quick Scan Of Data Can Be An Eye-Opener
• 27 Bits Bucket for November 27, 2014
• 26 The Days of Double-Digit Appreciation Rapidly Fade Away
• 26 Bits Bucket for November 26, 2014
• 25 The Runaway Property Boom Looks To Be Over
• 25 Bits Bucket for November 25, 2014
• 24 Hearing The Word Oversupply Just About Everywhere
• 24 Bits Bucket for November 24, 2014
• 23 Six Months Ago Buyers Were Being Unrealistic
• 23 Bits Bucket for November 23, 2014
• 22 Bits Bucket for November 22, 2014
• 21 Bits Bucket for November 21, 2014
• 20 The Dreaded Talk About Price Drops
• 20 Bits Bucket for November 20, 2014
• 19 We May Have Reached An Affordability Tolerance
• 19 Bits Bucket for November 19, 2014
• 18 To Absorb The Supply, Prices Will Have To Weaken
• 18 Bits Bucket for November 18, 2014
• 17 A Stark Reminder That Not All Investments Pay Off
• 17 Bits Bucket for November 17, 2014
• 16 Some Buyers May Be Feeling Like Fools Now
• 16 Bits Bucket for November 16, 2014
• 15 Bits Bucket for November 15, 2014
• 14 Bits Bucket for November 14, 2014
• 13 The Void Left By The Drop-Off In Investors
• 13 Bits Bucket for November 13, 2014
• 12 Swinging Back From Extraordinarily High Gains
• 12 Bits Bucket for November 12, 2014
• 11 There Seems To Be A Big Bubble Blowing
• 11 Bits Bucket for November 11, 2014
• 10 Sellers Seem To Be Nervous
• 10 Bits Bucket for November 10, 2014
• 09 A World Of Pure Fiat Money And Discretion
• 09 Bits Bucket for November 9, 2014
• 08 Bits Bucket for November 8, 2014
• 07 Bits Bucket for November 7, 2014
• 06 Bits Bucket for November 6, 2014
• 05 Bits Bucket for November 5, 2014
• 04 Investors Are Looking To Sell Before Santa Claus Comes
• 04 Bits Bucket for November 4, 2014
• 03 Buyers Are Starting To Get A Bit Spooked
• 03 Bits Bucket for November 3, 2014
• 02 Questions Regarding The San Diego Market
• 02 Bits Bucket for November 2, 2014
• 01 Bits Bucket for November 1, 2014

October (51)

• 31 The Risks You Think You Have Seen Before
• 31 Bits Bucket for October 31, 2014
• 30 When Appreciation Slows, There’s No Call To Action
• 30 Bits Bucket for October 30, 2014
• 29 Many Homeowners Expect Values To Keep Soaring
• 29 Bits Bucket for October 29, 2014
• 28 The One-Time Money Machines Aren’t Selling
• 28 Bits Bucket for October 28, 2014
• 27 Tipping The Market In Favor Of Buyers
• 27 Bits Bucket for October 27, 2014
• 26 For Every Reckless Borrower There Is A Greedy Investor
• 26 Bits Bucket for October 26, 2014
• 25 Bits Bucket for October 25, 2014
• 24 Bits Bucket for October 24, 2014
• 23 The Essence Of The Housing Industrial Complex
• 23 Bits Bucket for October 23, 2014
• 22 Bits Bucket for October 22, 2014
• 21 Until Buyers Like The Price, It's Going To Sit
• 21 Bits Bucket for October 21, 2014
• 20 Confidence In The Property Market Is Collapsing
• 20 Bits Bucket for October 20, 2014
• 19 A Point We Haven’t Started From Before
• 19 Bits Bucket for October 19, 2014
• 18 Bits Bucket for October 18, 2014
• 17 Bits Bucket for October 17, 2014
• 16 When You Have A Lot Of Flippers, That’s A Bubble
• 16 Bits Bucket for October 16, 2014
• 15 A Special, Special Part Of The World
• 15 Bits Bucket for October 15, 2014
• 14 Sellers Are Wondering Why Buyers Aren’t Competing
• 14 Bits Bucket for October 14, 2014
• 13 Like The Locusts, Destroying Everything In The Fields
• 13 Bits Bucket for October 13, 2014
• 12 The Avalanche Of Supply
• 12 Bits Bucket for October 12, 2014
• 11 Bits Bucket for October 11, 2014
• 10 Bits Bucket for October 10, 2014
• 09 Bits Bucket for October 9, 2014
• 08 It Certainly Is Coming Down Now
• 08 Bits Bucket for October 8, 2014
• 07 Reality Is Setting In For Sellers
• 07 Bits Bucket for October 7, 2014
• 06 Finding Themselves In A Bubble Situation
• 06 Bits Bucket for October 6, 2014
• 05 A Warning To Investors
• 05 Bits Bucket for October 5, 2014
• 04 Bits Bucket for October 4, 2014
• 03 Bits Bucket for October 3, 2014
• 02 An Attitude That Prices Have Recovered Too Quickly
• 02 Bits Bucket for October 2, 2014
• 01 Bits Bucket for October 1, 2014

September (53)

• 30 The Price Is Too High, Will Keep Going Up
• 30 Bits Bucket for September 30, 2014
• 29 The Sky Is Not The Limit
• 29 Bits Bucket for September 29, 2014
• 28 HBB PodCast 1
• 28 Bits Bucket for September 28, 2014
• 27 Bits Bucket for September 27, 2014
• 26 Bits Bucket for September 26, 2014
• 25 Bits Bucket for September 25, 2014
• 24 Banks Went On Offensive About Delaying Foreclosures
• 24 Bits Bucket for September 24, 2014
• 23 A Scare Of Price Correction
• 23 Bits Bucket for September 23, 2014
• 22 This Great Start Kind Of Stopped
• 22 Bits Bucket for September 22, 2014
• 21 Investors Engulfed By The Tidal Wave Of New Supply
• 21 Bits Bucket for September 21, 2014
• 20 Bits Bucket for September 20, 2014
• 19 Bits Bucket for September 19, 2014
• 18 A New Breed Of Investor Moving Into A New Paradigm
• 18 Bits Bucket for September 18, 2014
• 17 We’ve Forgotten What Normal Is
• 17 Bits Bucket for September 17, 2014
• 16 Markets Will Not Be Liquid When Liquidity Is Needed Most
• 16 Bits Bucket for September 16, 2014
• 15 The Misconception Is That People Can Afford It
• 15 Bits Bucket for September 15, 2014
• 14 A Decade Of Boom, Bust And Boom Again
• 14 Bits Bucket for September 14, 2014
• 13 Bits Bucket for September 13, 2014
• 12 The Coyote Has Left The Cliff
• 12 Bits Bucket for September 12, 2014
• 11 Snapshot: A Limit To The Madness
• 11 Bits Bucket for September 11, 2014
• 10 Assume Every House Has A Motivated Seller
• 10 Bits Bucket for September 10, 2014
• 09 Snapshot: You Can Hear The Hiss Of Air Escaping
• 09 Bits Bucket for September 9, 2014
• 08 Snapshot: Further Evidence Of A Weakening Trend
• 08 Bits Bucket for September 8, 2014
• 07 Buying Too High And Not Being Able To Sell High Enough
• 07 Bits Bucket for September 7, 2014
• 06 Bits Bucket for September 6, 2014
• 05 Bits Bucket for September 5, 2014
• 04 Speculators Can't Be Choosers
• 04 Bits Bucket for September 4, 2014
• 03 Whoever Buys Will Lose
• 03 Bits Bucket for September 3, 2014
• 02 Priced At What The Market Will Be Two Years From Now
• 02 Bits Bucket for September 2, 2014
• 01 After Years Of Booms And Busts: Don't Panic
• 01 When The Harmless ­Bubble Becomes A Malevolent Force
• 01 Bits Bucket for September 1, 2014

August (48)

• 31 Bits Bucket for August 31, 2014
• 30 Bits Bucket for August 30, 2014
• 29 Bits Bucket for August 29, 2014
• 28 Bits Bucket for August 28, 2014
• 27 Paranoia About Buying At The Top
• 27 Bits Bucket for August 27, 2014
• 26 Snapshot: The Romance Only Works In A Rising Market
• 26 Bits Bucket for August 26, 2014
• 25 HBB Snapshot
• 25 Bits Bucket for August 25, 2014
• 24 The Market Feels A Bit Surreal Again
• 24 Bits Bucket for August 24, 2014
• 23 Bits Bucket for August 23, 2014
• 22 Bits Bucket for August 22, 2014
• 21 Bits Bucket for August 21, 2014
• 20 Bits Bucket for August 20, 2014
• 19 Bits Bucket for August 19, 2014
• 18 Buyers Aren’t Seeing What Looked Like A Bargain
• 18 Speculators Who Became Pessimistic
• 18 The Slowdown In The Market Is Evident
• 18 Bits Bucket for August 18, 2014
• 17 The Super Piggy Bank That Couldn’t Go Wrong
• 17 Bits Bucket for August 17, 2014
• 16 Bits Bucket for August 16, 2014
• 15 Bits Bucket for August 15, 2014
• 14 Bits Bucket for August 14, 2014
• 13 When Demand Says 'No Thanks' Prices Must Be Trimmed
• 13 Bits Bucket for August 13, 2014
• 12 The Idiot-Proof Property Market
• 12 Bits Bucket for August 12, 2014
• 11 The Expected Truth Isn’t Always Right
• 11 Bits Bucket for August 11, 2014
• 10 Investors Are Trying To Recoup Their Money
• 10 Bits Bucket for August 10, 2014
• 09 Bits Bucket for August 9, 2014
• 08 Bits Bucket for August 8, 2014
• 07 Working To Subsidize A Bad Investment
• 07 The Wrong End Of A Business Decision
• 07 Bits Bucket for August 7, 2014
• 06 Investors Are Selling Like Crazy
• 06 Bits Bucket for August 6, 2014
• 05 Lemmings All Jump In At The Same Time
• 05 Bits Bucket for August 5, 2014
• 04 Bits Bucket for August 4, 2014
• 03 It’s As If Someone Had Flicked A Light Switch
• 03 Bits Bucket for August 3, 2014
• 02 Bits Bucket for August 2, 2014
• 01 Bits Bucket for August 1, 2014

July (58)

• 31 A Big Rebound That Seems To Be Backfiring
• 31 Expecting To Make Money On The Sale
• 31 Bits Bucket for July 31, 2014
• 30 Cheering Replaced With Gnawed Fingernails
• 30 Bits Bucket for July 30, 2014
• 29 Sellers Have Come Out Of The Woodwork
• 29 A Dark Cloud In The Distance
• 29 Bits Bucket for July 29, 2014
• 28 The Real Estate Economy
• 28 The Market Has Stalled Because Buyers Are Picky
• 28 Bits Bucket for July 28, 2014
• 27 They Are Wrong, Just Like They Were Wrong Last Time
• 27 Bits Bucket for July 27, 2014
• 26 Bits Bucket for July 26, 2014
• 25 Bits Bucket for July 25, 2014
• 24 Stuck In A Trade
• 24 Bits Bucket for July 24, 2014
• 23 The Hedge Funds And Cash Buyers Have Gone
• 23 Bits Bucket for July 23, 2014
• 22 Investors Thought There Was No Risk In Real Estate
• 22 Bits Bucket for July 22, 2014
• 21 It Feels Like Groundhog Day
• 21 A Buyer's And Seller's Market, All At The Same Time
• 21 Bits Bucket for July 21, 2014
• 20 There Is Going To Be Mayhem
• 20 Bits Bucket for July 20, 2014
• 19 Bits Bucket for July 19, 2014
• 18 Bits Bucket for July 18, 2014
• 17 Investors Keep Backing Out
• 17 Begging For Inventory, Perplexed By Zombie Foreclosures
• 17 HBB Podcast
• 17 Bits Bucket for July 17, 2014
• 16 The Train Will Wreck Eventually
• 16 Bits Bucket for July 16, 2014
• 15 Money-Laundering, Housing Trick: An Open Secret
• 15 Bits Bucket for July 15, 2014
• 14 Bits Bucket for July 14, 2014
• 13 It’s Another Fabulous Party
• 13 Bits Bucket for July 13, 2014
• 12 Bits Bucket for July 12, 2014
• 11 Bits Bucket for July 11, 2014
• 10 Many Investors Will Eventually Want To Cash Out
• 10 Bits Bucket for July 10, 2014
• 09 An Unsustainable Real Estate Bubble Is Inflating
• 09 Bits Bucket for July 9, 2014
• 08 The Old System Is Being Overturned
• 08 Bits Bucket for July 8, 2014
• 07 Bits Bucket for July 7, 2014
• 06 Mid-Year Predictions
• 06 Bits Bucket for July 6, 2014
• 05 Bits Bucket for July 5, 2014
• 04 Creating A Frenzy
• 04 Bits Bucket for July 4, 2014
• 03 Bits Bucket for July 3, 2014
• 02 A Clogged Pipeline Opening Up
• 02 Bits Bucket for July 2, 2014
• 01 Developers Are Facing The 'Guillotine' In China
• 01 Bits Bucket for July 1, 2014

June (52)

• 30 Some People May Be In For A Shock
• 30 Bits Bucket for June 30, 2014
• 29 Bits Bucket for June 29, 2014
• 28 Bits Bucket for June 28, 2014
• 27 Bits Bucket for June 27, 2014
• 26 Bits Bucket for June 26, 2014
• 25 Bits Bucket for June 25, 2014
• 24 Bits Bucket for June 24, 2014
• 23 Bits Bucket for June 23, 2014
• 22 Did Housing 'Recover' Too Much?
• 22 Bits Bucket for June 22, 2014
• 21 Bits Bucket for June 21, 2014
• 20 The Problem Is Central Bankers Are Happy To Oblige
• 20 Weekend Topic Suggestions
• 20 Bits Bucket for June 20, 2014
• 19 The Greed Factor Is Starting To Kick In
• 19 Bits Bucket for June 19, 2014
• 18 A Noticeable Slowdown In The Frantic Bidding Wars
• 18 Bits Bucket for June 18, 2014
• 17 The Investors Love Affair Has Substantially Wound Down
• 17 Swathes Of Empty Houses
• 17 Bits Bucket for June 17, 2014
• 16 Back To A Reality Check
• 16 Bits Bucket for June 16, 2014
• 15 How Much Of The Boom Is Based On Cheap Debt?
• 15 Bits Bucket for June 15, 2014
• 14 Bits Bucket for June 14, 2014
• 13 Watching The Same Movie Again
• 13 Weekend Topic Suggestions
• 13 Bits Bucket for June 13, 2014
• 12 As The Market Changed, The Middle Class Changed Too
• 12 Bits Bucket for June 12, 2014
• 11 A Lot Of Seller Greed
• 11 Bits Bucket for June 11, 2014
• 10 Bits Bucket for June 10, 2014
• 09 A Bubble Of Epic Proportions, And Already Losing Air
• 09 Bits Bucket for June 9, 2014
• 08 The Potential For Untimely Reversal Of The Economy
• 08 Bits Bucket for June 8, 2014
• 07 Bits Bucket for June 7, 2014
• 06 From Continuous Increase To Inevitably Fall
• 06 Weekend Topic Suggestions
• 06 Bits Bucket for June 6, 2014
• 05 Bits Bucket for June 5, 2014
• 04 Challenging The Post-Tiananmen Compact
• 04 Bits Bucket for June 4, 2014
• 03 It’s Not Something That’s Going To Happen
• 03 Bits Bucket for June 3, 2014
• 02 Buyers Are Balking At Paying What Sellers Are Asking
• 02 Bits Bucket for June 2, 2014
• 01 The Real Problem With Housing Bubble Era Thinking
• 01 Bits Bucket for June 1, 2014

May (60)

• 31 Bits Bucket for May 31, 2014
• 30 A New Paradigm For Economic Prosperity
• 30 Weekend Topic Suggestions
• 30 Bits Bucket for May 30, 2014
• 29 Markdowns Are Supplanting The Bidding Wars
• 29 Bits Bucket for May 29, 2014
• 28 A Pent-Up Inventory Of Distress
• 28 Bits Bucket for May 28, 2014
• 27 Booms Have Unintended Consequences
• 27 When Housing Prices Fall, Problems Will Be Exposed
• 27 Bits Bucket for May 27, 2014
• 26 Crisis Noninterruptus
• 26 Bits Bucket for May 26, 2014
• 25 Bits Bucket for May 25, 2014
• 24 Bits Bucket for May 24, 2014
• 23 Only Four Years Later, New Signs Of Excess
• 23 Weekend Topic Suggestions
• 23 Bits Bucket for May 23, 2014
• 22 This Glut Is Going To Exist Indefinitely
• 22 Bits Bucket for May 22, 2014
• 21 The Floor Falling From Beneath Their Feet
• 21 Bits Bucket for May 21, 2014
• 20 Bits Bucket for May 20, 2014
• 19 The Frenzy Is Discouraging Some Would-Be Buyers
• 19 Bits Bucket for May 19, 2014
• 18 The Key Lesson Hasn't Been Learned
• 18 Bits Bucket for May 18, 2014
• 17 Bits Bucket for May 17, 2014
• 16 Greed Is A Powerful Force
• 16 Weekend Topic Suggestions
• 16 Bits Bucket for May 16, 2014
• 15 Sellers Are Afraid They Won’t Get The Peak Price
• 15 Bits Bucket for May 15, 2014
• 14 Selling Their Products At Prices Lower Than Cost
• 14 Bits Bucket for May 14, 2014
• 13 Overly Ambitious Agents And Hungry Sellers
• 13 Too Many Buildings And Not Enough People
• 13 Bits Bucket for May 13, 2014
• 12 Investors Faced With Rising Prices They Helped Create
• 12 Bits Bucket for May 12, 2014
• 11 If/When We Will Run Out Of Rich People
• 11 Bits Bucket for May 11, 2014
• 10 Bits Bucket for May 10, 2014
• 09 You Never Hear About The Houses That Don't Sell
• 09 Weekend Topic Suggestions
• 09 Bits Bucket for May 9, 2014
• 08 An End To The Real Estate Crazy Train
• 08 Bits Bucket for May 8, 2014
• 07 Bits Bucket for May 7, 2014
• 06 Bits Bucket for May 6, 2014
• 05 Once The Bubble Is Broken, The Finances Will Be Done
• 05 Bits Bucket for May 5, 2014
• 04 The Buying Frenzy Is Over
• 04 Bits Bucket for May 4, 2014
• 03 Bits Bucket for May 3, 2014
• 02 The Momentum Is Gone
• 02 Weekend Topic Suggestions
• 02 Bits Bucket for May 2, 2014
• 01 More Than Two Years Of Frenzied Gains
• 01 Bits Bucket for May 1, 2014

April (54)

• 30 The Miracle Business
• 30 Bits Bucket for April 30, 2014
• 29 It’s Never Going To End
• 29 Bits Bucket for April 29, 2014
• 28 After Touching The Ceiling
• 28 Bits Bucket for April 28, 2014
• 27 An Attempt To Reestablish An Unsustainable Charade
• 27 Bits Bucket for April 27, 2014
• 26 Bits Bucket for April 26, 2014
• 25 It’s A Madness
• 25 Weekend Topic Suggestions
• 25 Bits Bucket for April 25, 2014
• 24 Bits Bucket for April 24, 2014
• 23 A Feeding Frenzy, Then Everything Sort Of Stopped
• 23 Bits Bucket for April 23, 2014
• 22 The Reality Behind Bikini-Clad Models
• 22 Bits Bucket for April 22, 2014
• 21 Caught Up In The Easy Money
• 21 Bits Bucket for April 21, 2014
• 20 The Repetition Of Past Behaviour
• 20 Bits Bucket for April 20, 2014
• 19 Bits Bucket for April 19, 2014
• 18 History Repeats, First As Tragedy And Then As Farce
• 18 Weekend Topic Suggestions
• 18 Bits Bucket for April 18, 2014
• 17 Elvis Has Left The Building
• 17 Bits Bucket for April 17, 2014
• 16 Bits Bucket for April 16, 2014
• 15 The End Of Crazy China Real Estate
• 15 Bits Bucket for April 15, 2014
• 14 Bits Bucket for April 14, 2014
• 13 Gambling In A Legal Way
• 13 Bits Bucket for April 13, 2014
• 12 Bits Bucket for April 12, 2014
• 11 A Con Only Works When The Mark Is Greedy
• 11 Weekend Topic Suggestions
• 11 Bits Bucket for April 11, 2014
• 10 Bits Bucket for April 10, 2014
• 09 The Risks Surrounding A Decade-Long Run-Up
• 09 Bits Bucket for April 9, 2014
• 08 The ­Beginning Of Price Capitulation
• 08 Bits Bucket for April 8, 2014
• 07 Bits Bucket for April 7, 2014
• 06 A Boom Based On Unshakeable Faith
• 06 Bits Bucket for April 6, 2014
• 05 Bits Bucket for April 5, 2014
• 04 There Wouldn't Be A Problem If Prices Had Kept Going Up
• 04 Weekend Topic Suggestions
• 04 Bits Bucket for April 4, 2014
• 03 It Was Going So Crazy The Past Two Years
• 03 Bits Bucket for April 3, 2014
• 02 In The Past, Money Would Pour Into Your Pocket
• 02 Bits Bucket for April 2, 2014
• 01 Bits Bucket for April 1, 2014

March (57)

• 31 Investors Begin To Offload Their Portfolios
• 31 Bits Bucket for March 31, 2014
• 30 Why There Is No Housing Bubble
• 30 Bits Bucket for March 30, 2014
• 29 Bits Bucket for March 29, 2014
• 28 Creating An Infinite Level Of Demand
• 28 Weekend Topic Suggestions
• 28 Bits Bucket for March 28, 2014
• 27 Risk No One Seems Willing To Stomach
• 27 Bits Bucket for March 27, 2014
• 26 Bits Bucket for March 26, 2014
• 25 Buying For Speculative Purposes
• 25 Bits Bucket for March 25, 2014
• 24 Some Drank Too Much Kool-Aid On Prices
• 24 Bits Bucket for March 24, 2014
• 23 More Buyers Are Needed
• 23 Bits Bucket for March 23, 2014
• 22 Bits Bucket for March 22, 2014
• 21 When Easy Money Is No Longer Easy
• 21 Weekend Topic Suggestions
• 21 Bits Bucket for March 21, 2014
• 20 Bits Bucket for March 20, 2014
• 19 Affordability Is Becoming More Of A Problem Again
• 19 The Property Mania Needs Pains To Ease
• 19 Bits Bucket for March 19, 2014
• 18 High-Priced Condos And Bigger Homes
• 18 Bits Bucket for March 18, 2014
• 17 Bits Bucket for March 17, 2014
• 16 People Tend To Behave As They Think
• 16 Bits Bucket for March 16, 2014
• 15 Bits Bucket for March 15, 2014
• 14 An Oversupply Of Houses Has Surfaced
• 14 Weekend Topic Suggestions
• 14 Bits Bucket for March 14, 2014
• 13 Investors Are Ready To Cash In
• 13 Bits Bucket for March 13, 2014
• 12 Default Will Lead To Default
• 12 Bits Bucket for March 12, 2014
• 11 Let’s Get Used To This, You’re Going To Lose Money
• 11 Bits Bucket for March 11, 2014
• 10 The Kind Of Growth That's Not Sustainable
• 10 Bits Bucket for March 10, 2014
• 09 Operating In Very Rarefied Air
• 09 Bits Bucket for March 9, 2014
• 08 Bits Bucket for March 8, 2014
• 07 Stoking Bubbles That May Result In Tears
• 07 Weekend Topic Suggestions
• 07 Bits Bucket for March 7, 2014
• 06 A Drive For Higher And Higher Profits
• 06 Bits Bucket for March 6, 2014
• 05 Bits Bucket for March 5, 2014
• 04 Bits Bucket for March 4, 2014
• 03 Sounds Of Collapse
• 03 Bits Bucket for March 3, 2014
• 02 The Impact Could Be A Game Changer
• 02 Bits Bucket for March 2, 2014
• 01 Bits Bucket for March 1, 2014

February (56)

• 28 Seeing The Effect Of Unabated Speculation
• 28 Weekend Topic Suggestions
• 28 Bits Bucket for February 28, 2014
• 27 The Market Reached Its Peak At The End Of 2013
• 27 Bits Bucket for February 27, 2014
• 26 Three-Years Of Exuberance Jammed Into One
• 26 Bits Bucket for February 26, 2014
• 25 If Problems Arise, They Will Be Hard To Deal With
• 25 Bits Bucket for February 25, 2014
• 24 True Last Week, Also True Last Decade
• 24 Bits Bucket for February 24, 2014
• 23 A Catalyst For Unforeseen Consequences
• 23 Bits Bucket for February 23 2014
• 22 Bits Bucket for February 22, 2014
• 21 Learning That We Don’t Learn From History
• 21 Weekend Topic Suggestions
• 21 Bits Bucket for February 21, 2014
• 20 Sellers Are Thinking They'll Get More If They Wait
• 20 Bits Bucket for February 20, 2014
• 19 A Very Dangerous Thought
• 19 Bits Bucket for February 19, 2014
• 18 Sellers Should Be Prepared For Cuts In Asking Price
• 18 Bits Bucket for February 18, 2014
• 17 Everyone Thinks We’re Back In 2007 Again
• 17 Bits Bucket for February 17, 2014
• 16 A Bubble Interrupted?
• 16 Bits Bucket for February 16, 2014
• 15 Bits Bucket for February 15, 2014
• 14 Pushing The Sell Button
• 14 Weekend Topic Suggestions
• 14 Bits Bucket for February 14, 2014
• 13 The Urgency To Buy Has Evaporated
• 13 Sellers Are Dealing With A Glut Of New Properties
• 13 Bits Bucket for February 13, 2014
• 12 Bits Bucket for February 12, 2014
• 11 Nothing Keeps Going Up Forever
• 11 Bits Bucket for February 11, 2014
• 10 An Unstable, Irrational And Unsustainable Market
• 10 Bits Bucket for February 10, 2014
• 09 Now They’re Ready To Cash In
• 09 Bits Bucket for February 9, 2014
• 08 Bits Bucket for February 8, 2014
• 07 Bubbles Like Rapidly Poured Soda
• 07 Weekend Topic Suggestions
• 07 Bits Bucket for February 7, 2014
• 06 The Game Of Choice
• 06 Bits Bucket for February 6, 2014
• 05 A Herd Mentality
• 05 Bits Bucket for February 5, 2014
• 04 Adjusting To The New Reality Of The Market
• 04 Bits Bucket for February 4, 2014
• 03 Getting Into Bidding Wars And Overpaying
• 03 Bits Bucket for February 3, 2014
• 02 The Effect Of People Unloading Their Property Here
• 02 Bits Bucket for February 2, 2014
• 01 Bits Bucket for February 1, 2014

January (62)

• 31 The Fiscally Irresponsible Will Be Burned
• 31 Weekend Topic Suggestions
• 31 Bits Bucket for January 31, 2014
• 30 Something Unique And Intrinsically Valuable
• 30 Bits Bucket for January 30, 2014
• 29 The First To Get Out Don’t Get Hurt
• 29 Bits Bucket for January 29, 2014
• 28 Back To The Stage Where People Are Getting Greedy
• 28 Bits Bucket for January 28, 2014
• 27 One Key Reason Homeowners Are Looking To Sell
• 27 Bits Bucket for January 27, 2014
• 26 What Do Emerging Markets Have In Common?
• 26 Bits Bucket for January 26, 2014
• 25 Bits Bucket for January 25, 2014
• 24 No Matter What Price, It Would Go For More
• 24 Weekend Topic Suggestions
• 24 Bits Bucket for January 24, 2014
• 23 A 13-Year Lost Decade
• 23 Bits Bucket for January 23, 2014
• 22 People Thought The Party Would Go On Forever
• 22 Bits Bucket for January 22, 2014
• 21 Homeowners Gamble The Increases Will Continue
• 21 Bits Bucket for January 21, 2014
• 20 One Thing Has Not Changed From Last Year
• 20 Bits Bucket for January 20, 2014
• 19 The Link Between House Prices And Earnings
• 19 Bits Bucket for January 19, 2014
• 18 Bits Bucket for January 18, 2014
• 17 Putting The Genie Back Into The Bottle
• 17 Weekend Topic Suggestions
• 17 Bits Bucket for January 17, 2014
• 16 A Sense Of Urgency That Drove Them To Overpay
• 16 Bits Bucket for January 16, 2014
• 15 Is It Really As Hot As We've Been Led To Believe?
• 15 Bits Bucket for January 15, 2014
• 14 Flipping Broadly Drove Up Prices
• 14 Bits Bucket for January 14, 2014
• 13 People Buying To Actually Live In It Have A Chance
• 13 Bits Bucket for January 13, 2014
• 12 Asset Speculation And Impoverishment
• 12 Bits Bucket for January 12, 2014
• 11 Bits Bucket for January 11, 2014
• 10 Not Only Irrational, But Systematically Irrational
• 10 Weekend Topic Suggestions
• 10 Bits Bucket for January 10, 2014
• 09 Investors Are Not In Endless Supply
• 09 Bits Bucket for January 9, 2014
• 08 Bits Bucket for January 8, 2014
• 07 Accepting Lower Prices And Ponying Up The Difference
• 07 Bits Bucket for January 7, 2014
• 06 An Overheated, Investor-Driven Market
• 06 Bits Bucket for January 6, 2014
• 05 The Number Facing 'Debt Peril' Might Rise
• 05 Bits Bucket for January 5, 2014
• 04 Bits Bucket for January 4, 2014
• 03 Building Up A Big Bubble
• 03 Weekend Topic Suggestions
• 03 Bits Bucket for January 3, 2014
• 02 We Got Into Problems Because Things Were Too Easy
• 02 Bits Bucket for January 2, 2014
• 01 New Year Predictions
• 01 Bits Bucket for January 1, 2014

December (56)

• 31 As Summer Began, The Carousel Stopped
• 31 Bits Bucket for December 31, 2013
• 30 A Window Of Opportunity For Sellers
• 30 Bits Bucket for December 30, 2013
• 29 Is There Time To Save The Spring?
• 29 Bits Bucket for December 29, 2013
• 28 Bits Bucket for December 28, 2013
• 27 Back Into Conversations We Were Having Pre-Bust
• 27 Weekend Topic Suggestions
• 27 Bits Bucket for December 27, 2013
• 26 Bits Bucket for December 26, 2013
• 25 Bits Bucket for December 25, 2013
• 24 Multiple Bids Are Getting Rare In Arizona
• 24 Bits Bucket for December 24, 2013
• 23 You Can Defy Father Time Forever These Days
• 23 Bits Bucket for December 23, 2013
• 22 Getting The Message Perfectly Clear
• 22 Bits Bucket for December 22, 2013
• 21 Bits Bucket for December 21, 2013
• 20 Motivated By Dreams Of Real Estate Prosperity
• 20 Weekend Topic Suggestions
• 20 Bits Bucket for December 20, 2013
• 19 Operating On A Herd Mentality
• 19 Bits Bucket for December 19, 2013
• 18 The Repercussions Of Artificially Inflated Prices
• 18 Bits Bucket for December 18, 2013
• 17 Investors Faced With Prices They Helped Create
• 17 Bits Bucket for December 17, 2013
• 16 Creating False Scarcity
• 16 Bits Bucket for December 16, 2013
• 15 Keeping The Money Flowing More Freely
• 15 Bits Bucket for December 15, 2013
• 14 Bits Bucket for December 14, 2013
• 13 The Main Problem Is The Price
• 13 Weekend Topic Suggestions
• 13 Bits Bucket for December 13, 2013
• 12 Bits Bucket for December 12, 2013
• 11 A False Recovery In Housing
• 11 Bits Bucket for December 11, 2013
• 10 Reading The Writing On The Wall
• 10 Bits Bucket for December 10, 2013
• 09 The Only Thing We Are Observing Is Speculation
• 09 Bits Bucket for December 9, 2013
• 08 They Expect Buyers To Be Plentiful
• 08 Bits Bucket for December 8, 2013
• 07 Bits Bucket for December 7, 2013
• 06 The Lessons We Could Have, Should Have Learned
• 06 Weekend Topic Suggestions
• 06 Bits Bucket for December 6, 2013
• 05 Bits Bucket for December 5, 2013
• 04 Bits Bucket for December 4, 2013
• 03 Bits Bucket for December 3, 2013
• 02 Nothing Much Except The Price Has Changed
• 02 Bits Bucket for December 2, 2013
• 01 Having Your Cake And Eating It Too
• 01 Bits Bucket for December 1, 2013

November (51)

• 30 Bits Bucket for November 30, 2013
• 29 Locusts, Hot Money And Vacant Houses
• 29 Holiday Topic Suggestions
• 29 Bits Bucket for November 29, 2013
• 28 Bits Bucket for November 28, 2013
• 27 A Seemingly Limitless Amount Of Cash
• 27 Bits Bucket for November 27, 2013
• 26 It’s Like The Market We Had Way Back
• 26 Bits Bucket for November 26, 2013
• 25 The Keys To Paradise
• 25 Bits Bucket for November 25, 2013
• 24 What Is A Healthy Housing Market?
• 24 Bits Bucket for November 24, 2013
• 23 Bits Bucket for November 23, 2013
• 22 Reality Has Struck
• 22 Weekend Topic Suggestions
• 22 Bits Bucket for November 22, 2013
• 21 An Indicator Of What's To Come In California
• 21 Bits Bucket for November 21, 2013
• 20 Before, There Was A Frenzy
• 20 Bits Bucket for November 20, 2013
• 19 If You’re Relying On Appreciation, You’re Gambling
• 19 Bits Bucket for November 19, 2013
• 18 Bits Bucket for November 18, 2013
• 17 The Year The Dead Cat Stopped Bouncing
• 17 Bits Bucket for November 17, 2013
• 16 Bits Bucket for November 16, 2013
• 15 On The Wrong Side Of The Housing Bubble
• 15 Weekend Topic Suggestions
• 15 Bits Bucket for November 15, 2013
• 14 Bits Bucket for November 14, 2013
• 13 Bits Bucket for November 13, 2013
• 12 The Inability To Get Ahead In California
• 12 Bits Bucket for November 12, 2013
• 11 Yet Another Hysterical Burst Of Investment Greed
• 11 Bits Bucket for November 11, 2013
• 10 Increases In Anticipation Of Future Increases
• 10 Bits Bucket for November 10, 2013
• 09 Bits Bucket for November 9, 2013
• 08 A Kind Of Mental Illness
• 08 Weekend Topic Suggestions
• 08 Bits Bucket for November 8, 2013
• 07 Bits Bucket for November 7, 2013
• 06 Bits Bucket for November 6, 2013
• 05 Bits Bucket for November 5, 2013
• 04 Bits Bucket for November 4, 2013
• 02 Is The Sucker’s Rally Over?
• 02 Bits Bucket for November 3, 2013
• 01 On A Road To Bubble Country
• 01 Weekend Topic Suggestions
• 01 Bits Bucket for November 1, 2013