Tag Archives: Tim+Freund

QE2, Bonds and The Fed’s Real Plan

For those of you that have been following this blog, you’ll recall a couple of weeks ago I suggested that QE2 would either cause rates to go down or cause them to go up, so in either case, you would … Continue reading

Posted in Economics, Real Estate | Tagged , , , , , , , , , , , , , , , | Leave a comment

Bubble, Bubble, Toil And Trouble

I watched the most insightful interview on CNBC today.  It was an interview with Jeremy Grantham, and investment adviser and someone, if you had to look to for crystal ball-like predictions, you would be fairly safe entrusting.  Grantham is very … Continue reading

Posted in Economics, Real Estate | Tagged , , , , , , , , , , , , , | Leave a comment

Playing With Numbers

In my real estate office, my manager regularly gives us an excel spreadsheet detailing the numbers of sales year to date as well as the inventory. It’s broken down by month, has data at various price ranges and provides the … Continue reading

Posted in Economics, Real Estate | Tagged , , , , , , , , , | Leave a comment

The 3 Most Impotant Words In Real Estate

I promised some weeks back that I would comment on this age-old adage.  So what are the 3 most important words in real estate?  Answer? …Obvious right? – Location, location, location.  So why waste a moment blogging about it?  Well … Continue reading

Posted in Economics, Real Estate | Tagged , , , , , | Leave a comment

Jobs, Inflation, Cheap Money and Notes From The Trenches

As I wait for the all important Pending Homes sales number from the National Association of Realtors today, the Jobs report has just come out.  The job creation numbers today point to a modest and continuing recovery.  Inflation remains around … Continue reading

Posted in Economics, Real Estate | Tagged , , , , , , , , , , , | Leave a comment

Buying Contingent In California: A Case Study

In light of the overwhelming election results, and while we wait for QE2, I thought today rather than interpret, analyze and hypothesize about what will happen next, I’d instead talk about selling houses. A buyer of mine purchases a home … Continue reading

Posted in Real Estate | Tagged , , , , | 1 Comment

Under Water Means Under Utilized

You have probably heard by now that the consumer has not been participating the way Wall Street or the government would like in the nation’s economic recovery.  Most average Americans remain belt tightened, worried about their jobs, fighting ever increasing … Continue reading

Posted in Economics, Real Estate | Tagged , , , , , , , | Leave a comment

Real Estate and Inflation

Don’t worry; I’m not going to write a thesis on the impact of inflation on real estate, though I probably could.  And to give credit where credit is due, I gathered the idea for today’s blog, from Larry Kudlow on … Continue reading

Posted in Real Estate | Tagged , , , , , | Leave a comment

Housing Sales Post Largest Gain In 28 Years

Yesterday’s revelations about the 10% increase in existing home sales, which crushed analyst’s expectations, went largely poo-poo’d by the talking heads like Diana Olick from CNBC.  Their rational for this, is that we are still seeing the tail end of … Continue reading

Posted in Real Estate | Tagged , , , , , , | Leave a comment