Is the housing market about to hit a tipping point?
Recent Items
Sunday, February 8, 2026
Is 4% the “Magic Number” for Mortgage Rates to Prick the Housing Market (and Stocks)?
Topics: Guest Post, Investment management, Investment outlook, Real estate
Posted by Yves Smith at 10:05 am | 18 Comments »
Links 2/24/2022
Topics: Links
Posted by Yves Smith at 6:58 am | 113 Comments »
Russia Moves Troops into Donbass [Updated]
Even though it was clear that Russia would stage a military operation in Donbass, the speed of its action still caught many by surprise.
Topics: Doomsday scenarios, Politics, Russia
Posted by Yves Smith at 6:57 am | 236 Comments »
What the Latest Science Says About Antarctica and Sea-Level Rise
Why Antarctica is a huge wild card in the progress of sea level rises.
Topics: Doomsday scenarios, Dubious statistics, Environment, Global warming, Guest Post
Posted by Yves Smith at 5:52 am | 11 Comments »
2:00PM Water Cooler 2/23/2022
~ Today’s Water Cooler ~
Topics: Guest Post, Water Cooler
Posted by Lambert Strether at 2:00 pm | 149 Comments »
Financialization at Heart of Economic Malaise
Sadly, finacialization is still very much with us, even though policy-makers know better by now.
Topics: Banking industry, Credit markets, Economic fundamentals, Free markets and their discontents, Guest Post, Hedge funds, Income disparity, Investment management, Politics, Private equity, Regulations and regulators
Posted by Yves Smith at 9:55 am | 32 Comments »
Links 2/23/2022
Topics: Links
Posted by Yves Smith at 6:55 am | 149 Comments »
Some Additional Comments on Russia’s Ukraine Surprise
Attempting to clear up some fuzzy press reporting on the overly dynamic Russia/Urkaine situation.
Topics: Doomsday scenarios, Europe, Politics, Russia
Posted by Yves Smith at 6:53 am | 242 Comments »
Wall Street Journal Mystified By Public’s Sour Mood Despite “Booming” Economy
Americans are not happy despite a not at all bad economy leaving most with higher savings and pay than pre-Covid.
Topics: Dubious statistics, Economic fundamentals, Health care, Income disparity, Pandemic, Politics, Social values, The destruction of the middle class
Posted by Yves Smith at 6:33 am | 26 Comments »
5 Commodities That Could Explode As The Ukraine Crisis Escalates
A look at the commodities that are most vulnerable to reduced supply from Russia.
Topics: Auto industry, Commodities, Doomsday scenarios, Dubious statistics, Economic fundamentals, Guest Post, Politics, Russia
Posted by Yves Smith at 4:21 am | 36 Comments »
2:00PM Water Cooler 2/22/2022
~ Today’s Water Cooler ~
Topics: Guest Post
Posted by Lambert Strether at 2:00 pm | 76 Comments »
Does Limited US Shale Spending Guarantee Higher Energy Prices?
Reduced shale investment is set to lead to sustained higher prices. That’s good for the planet but hard on budgets.
Topics: Economic fundamentals, Energy markets, Global warming, Guest Post, Investment management, Politics, Russia
Posted by Yves Smith at 9:55 am | 5 Comments »
Will Fresh US-EU Sanctions Hurt the EU More Than Russia?
The sanctions could end up causing more pain to U.S. allies in Europe than Russia itself, which will probably use this opportunity to take another step closer to autarky.
Topics: Guest Post
Posted by Nick Corbishley at 7:05 am | 67 Comments »
Links 2/22/2022
Topics: Links
Posted by Lambert Strether at 6:55 am | 247 Comments »
“What Would Russian Recognition of Separatist Territories in Ukraine Mean?”
Interestingly, a writer at openDemocracy noticed that last week, the Russian parliament gave Putin the green light to recognize Ukraine’s breakaway areas of Donbass and Luhansk. Despite that development, and the West supposedly having clever Russia experts, I don’t see any evidence that our military-intel apparatus or our Russia watchers gamed out this possibility. Mark […]
Topics: Doomsday scenarios, New McCarthyism, Politics, Russia
Posted by Yves Smith at 6:24 am | 74 Comments »



