Archives for housing

The Elements That Make Up the Economic Seasons

We are all familiar with Porgy and Bess classic Summertime line, “When the fish are jumpin’…” that can bring back memories of the Old South or at least remind us of an era gone by. As summer ambles, with too many back to school television advertisements already, I wonder where the time has gone.

Retail Risk: A First Mortgage Doesn’t Mean What It Once Meant

In this analysis, LANDCO Principal David Rosenbaum examines a question recently put forth by Marc Andreesen and the implications for LANDCO: What if e-commerce reduces in-store sales, even by just a little bit? And what happens if the loss of volume is not just temporary, but structural?

Who Sunk Housing?

Morgan Stanley’s view of a “rentership society” is an interesting read, but underlying it is the specious argument that Fannie and Freddie caused the housing crisis. This myth has been …