Analysis Topic: Housing Market Price trends
The analysis published under this topic are as follows.Friday, October 11, 2024
US House Prices Trend Forecast 2024 to 2026 / Housing-Market / US Housing
Dear Reader
This article is part 3 of 3 of my extensive analysis US Housing Market Analysis, House Prices Trend Forecast 2024 to 2026 that was first made available to patrons who support my work. So for immediate first access to ALL of my analysis and trend forecasts then do consider becoming a Patron by supporting my work for just $7 per month, lock it in now at $7 before next rises to $10 per month for new sign-ups. https://www.patreon.com/Nadeem_Walayat.
CONTENTS
Stock Market Trend Forecast
US Stock Market vs M2 Money Supply
AI Stocks Portfolio
Nvidia 10 for 1 Stock Split
AI Computers Hype
2024 - AI Equals Loss of Agency
Why Alien Intelligence Cannot Predict the Future
Consequences of AI
UBI - Universal Billionaire Income
GLOBAL WARMING Housing Market Consequences Right Now
RECESSION When Yield Curve Uninverts
Global Debt Bubble.
IMMIGRATION DRIVES HOUSE PRICES HIGHER
US Housing Market Free Equity
US FIXED MORTGAGES LIMITING SUPPLY
HOA Nightmare
Florida Hurricanes
Rentals Crisis
Who is Buying All the Houses?
Commercial Property Capitulation
US House Prices Momentum
US House Prices Trend Forecast
US Housing Market Stocks
UK General Election - 4th July 2024
Monday, September 30, 2024
US Housing Market Analysis - Immigration Drives House Prices Higher / Housing-Market / US Housing
Dear Reader
This article is part 2 of 3 of my extensive analysis US Housing Market Analysis, House Prices Trend Forecast 2024 to 2026 that was first made available to patrons who support my work. So for immediate first access to ALL of my analysis and trend forecasts then do consider becoming a Patron by supporting my work for just $7 per month, lock it in now at $7 before next rises to $10 per month for new sign-ups. https://www.patreon.com/Nadeem_Walayat.
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Monday, September 23, 2024
US FIXED MORTGAGES LIMITING SUPPLY / Housing-Market / US Housing
No one wants to sell their home and then be forced to re-mortgage their next property at a much higher rate, typically double their current rate i.e. 7% vs 3.5% which acts to restrict the supply of homes coming to the market and thus those that do decide to sell i.e. the mortgage free command a higher price due to lack of supply where in the US 92% of mortgages are fixed unlike the UK where even those with fixed rate mortgage are typically for less than 5 years.
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Monday, September 23, 2024
US Housing Market Free Equity / Housing-Market / US Housing
Have you wondered how every so often a huge amount of money apparently appears out of nowhere that completely upends the consensus view.,where most only realise it's significance long after asset prices have reacted to the event, a case in pont being March 2020 when few could understand how stocks were about to enter an epic raging bull market when the worst of the pandemic was yet to materialise. At the time one had clues such as that the governments will print twice the amount they printed before as I wrote long before the start of 2000, that will eventually flow into asset prices and of course experience of been through several cycles of similar events of impending doom inexplicably to most translating into soaring asset prices.
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Sunday, September 22, 2024
US State Demographics / Housing-Market / Demographics
The big problem with US house price trends is that the US is just so big! Whilst the US as a whole will see a rising population however that rise is not uniform across all states, so whilst this analysis is heading towards a conclusion for rising average house prices that does not mean that house prices will rise in your town, city or state. For instance it appears folk are fleeing the likes of New York and California for Texas and Florida of all places! Which I guess is more of a dream of what Florida once was rather than what it has become i.e. over populated. I strongly suspect that Florida will witness a trend reversal over the coming years as folk flee over crowded Florida for the likes of the Carolinas.
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Thursday, September 12, 2024
IMMIGRATION DRIVES HOUSE PRICES HIGHER / Housing-Market / US Housing
All those who want house prices to go up should be bending over backwards to encourage immigration because those western nations with little immigration are literally DYING. One only needs to look at Asia.
Japan, immigrant population 2.3% - Fertility rate 1.2 - DYING - Population falling at the rate of near 1 million per year!
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Sunday, April 07, 2024
Hidden cost of US homeownership just saw its biggest spike in 5 years / Housing-Market / US Housing
As millions of Americans lose sleep over record mortgage costs, many overlook one of the biggest expenses they’ll incur as homeowners: property tax.
According to real estate data analytics firm ATTOM, property taxes jumped by 6.9% or more than $4,000 in 2023—the largest annual increase in five years. It's also double the gain from a year earlier.
“Property taxes took an unusually high turn upward last year, pushing effective rates up, while huge gaps in average tax bills between different parts of [the] country remained in place,” said Rob Barber, ATTOM’s chief executive.
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Saturday, February 17, 2024
Nick Millican Explains Real Estate Investment in a Changing World / Housing-Market / US Housing
Real estate has long been considered the gold standard for investment, anchored by reliable returns and long-term stability. However, the world of real estate investment is constantly evolving, and successful investors must be able to adapt to the changing economic, technological, and environmental landscape to remain profitable. Nick Millican of Greycoat Real Estate has established himself as a recognized and trusted thought leader and advisor in the real estate market, particularly when it comes to large commercial properties and developments in central London.
Nick Millican’s work primarily involves acquiring, developing, and operating commercial properties. His company owns and manages a deeply diversified portfolio of assets, and his investment strategies have evolved significantly over the past several years in response to many multifaceted changes across the global economic, political, financial, and real estate worlds.
Friday, January 19, 2024
U.S. Real Estate Market: A 24% Problem / Housing-Market / US Housing
"...24% of U.S. single family homes are owned by investors."
A big reason that U.S. home prices have skyrocketed is that big investors like corporations did a lot of buying.
As a Redfin.com headline noted nearly two years ago (Feb. 16, 2022):
Real Estate Investors Are Buying a Record Share of U.S. Homes
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Wednesday, July 26, 2023
Current State of the UK Housing Market as Stocks Climb a Wall of Worry / Housing-Market / UK Housing
Dear Reader
The stock market is literally climbing a wall of worry, refusing to give any opportunity for the mass of investors sat on the sidelines to jump on board the AI gravy trains unless they buy the highs! Most AI tech stocks are now very overbought i.e. Nvidia, Microsoft, Apple, KLAC, AVGO which had an insane spike last week to $933 that triggered one of my distant SELL limit orders at $899 (current $812).
Whilst many are very overbought that does not mean they cannot become more overbought! This is the problem with TA, the charts tells you that markets are over bought and ripe for a correction, and so one anticipates a fat juicy correction to accumulate into on buying opps perhaps down to below S&P 4000, but as I often state Technical Analysis on it;s own is a coin flip, and worse still is that which most focus on the S&P which is a RED HERRING! Put the two together and you can see how easy it is for most investors to be constantly wrong footed by a. focusing on the S&P and b. not realising that TA is not that reliable going forward, in hindsight its perfect, but going forward it's at best 55/45. One has to go beyond the charts and crunch the numbers and understand the fundamentals that differ for every stock.
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Monday, July 24, 2023
Will UK House Prices Crash 2023? / Housing-Market / UK Housing
First a reminder of some of the primary drivers for UK house prices (in order of importance).
1. Population Growth
2. Inflation courtesy of money printing.
3. Growing economy.
4. Insufficient new housing construction.
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Tuesday, July 04, 2023
US Real Estate Bubble From A Technical Analysis Point Of View / Housing-Market / US Housing
Understanding The Market Cycles
My focus usually lies with stock indexes, sectors, and commodities, but today, we venture into the real estate market. Real estate is a market that many people don’t fully comprehend. Many are excited by the robust housing market, believing it’s never been a better time to buy. But the reality is, I believe we’re in a phase that isn’t ideal for such investments.
Taking a leaf from Stan Weinstein’s book, he proposed that the market has four stages: Stage 1, where active investment capital isn’t advisable due to the choppy, flatlining market; Stage 2, the bull market phase; Stage 3, a volatile phase where struggle reigns; and Stage 4, a phase marked by a massive decline. Stages 2 & 4 are usually an easy time for investors to make money. But in Stages 1 & 3, it becomes harder to grow your capital and much easier to lose a hefty portion. This is the crucial time to preserve and protect your wealth for reinvestment when conditions improve.
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Monday, May 15, 2023
The Ultimate Guide to Luxury Property Investment in Turkey / Housing-Market / Turkey
Are you a high-net-worth individual considering an investment in foreign luxury real estate but need to know which country would be a great fit? We invite you to consider Turkey, a popular destination for investors from all around the world. In this article, we will share knowledge about the steps of buying a property in Turkey and tips on making an excellent choice for your investment portfolio.
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Wednesday, April 12, 2023
Is It Cheaper To Buy A Home In Canada Compared To The UK? / Housing-Market / UK Housing
The cost-of-living crisis has been hitting heavily in the last couple of years. Not only is it affecting the price of consumer goods and services and the cost of materials and energy, but it is also affecting the very homes we live in.
Back in 2021, property experts were stating that the UK would experience a “bumper year”, but now it is not looking very likely. In fact, housing prices are expected to dip under the rate of inflation, meaning there will be a real-terms reduction, meaning higher interest rates and pricier mortgages for cheaper properties.
Monday, February 27, 2023
US Housing Market House Prices Current State / Housing-Market / US Housing
The only way I am going to be able to get the US housing market mega analysis done and dusted is if I break it up into digestible chunks, hence it will be delivered in 3 parts -
1. US Housing Stocks and Implications for House Prices
2. US Economy Implications for House Prices.
3. US House Prices Analysis and concluding 3 year trend forecast.
Why housing stocks first and not last?
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Saturday, February 18, 2023
How This Pattern from the Prior US Housing Market Bust is Repeating / Housing-Market / US Housing
Here's when homes will likely sell for once-in-a-lifetime bargains
Just like the gold "in them thar hills" motivated people from all walks of life to become miners way back when, real estate booms have motivated people from far and wide to become agents.
In both cases, easy riches seemed to be there for the taking.
But easy riches can be hard to get sometimes, as this New York Times headline indicates:
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Friday, January 06, 2023
US Real Estate and Banking Warning Signs / Housing-Market / US Housing
Dear Reader,
Here's a paradox for you: The more investors are convinced of a trend, bullish or bearish, the LESS likely that trend is to continue.
Yep. The big crowd gets aboard right as the trend is ready to change.
What about now? Is now one of those moments?
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Tuesday, December 06, 2022
UK House Prices CRASH 2023 - Warns every man and his dog! Reality vs Perma Doom! / Housing-Market / UK Housing
The doom merchants are back, that's if they ever went away, go search UK house prices forecast and you are met with a stream of expectations that UIK house prices will fall by between 10% to 30% all latching on to utterances from the OBR and Bank of England despite the fact that neither can forecast their way out of a paper bag!
SO are house prices about to enter a bear market or worse CRASH in response to RISING interest rates? Find out in my latest UK housing market video.
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Thursday, October 06, 2022
US Housing Market BUST - Why the Real Estate Tide is Turning / Housing-Market / US Housing
Here's your next step to get a handle on the global property market.
Treat houses as a consumption item -- or simply as a place to live, and history shows that real prices will fluctuate only modestly over the decades.
Treat houses as an investment, and the value of houses takes on the characteristics of the stock market.
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Saturday, October 01, 2022
Will UK House Prices CRASH Following Bond Market Panic? - 3 Year Trend Forecast 2022 to 2025 / Housing-Market / UK Housing
The Bank of England PANICS and Bailouts the Banks and Pension Funds once more by reversing course on barely begun Quantitative Tightening to buy up a huge supply of Government Bonds to force long-term interest rates lower because the Banks and Pension funds had gambled with pension fund holder funds on interest rate derivatives.
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