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So Bright We Gotta Wear Shades?
An uncertain Powell falling over his words at the podium sent the market into a sharp correction yesterday.
Dec 19
•
Melody Wright
28
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So Bright We Gotta Wear Shades?
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4
Zesteffect
The election has come and gone and so has October sales and price data for existing and new home sales.
Dec 9
•
Melody Wright
37
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Zesteffect
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9
November 2024
Hopium Springs Eternal
As forecasted in this column, existing home sales came in unseasonably warm both YOY (4.8%) and MOM (5.5%) for the first positive YOY comparison since…
Nov 23
•
Melody Wright
34
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Hopium Springs Eternal
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7
Baseline
Housing data is published at the same time of the month each month, so during the quiet weeks I try and dive into some aspects of the data that I’ve yet…
Nov 15
•
Melody Wright
40
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Baseline
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15
Now What?
I sometimes think I’m a coward.
Nov 3
•
Melody Wright
56
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Now What?
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20
October 2024
Consensus (not Confucius) Says
Every time I see quotes from news releases and articles saying things such as results came in “above consensus” or “below consensus” I imagine a room of…
Oct 23
•
Melody Wright
28
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Consensus (not Confucius) Says
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4
Flooding
A Forgotten American History
Oct 15
•
Melody Wright
29
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Flooding
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3
Power
When one of my hurricane-weary XTwitter pals started sending me reports about Helene’s path I thought to myself we need the rain. We had been in drought…
Oct 3
•
Melody Wright
87
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Power
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57
September 2024
Wait, What?
Says the Entire Real Estate Community
Sep 22
•
Melody Wright
58
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Wait, What?
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21
Death Pledge
When I left the mortgage industry proper and joined the supposed Fintech revolution -which was largely being fueled by cheap labor in India and Pakistan…
Sep 9
•
Melody Wright
44
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Death Pledge
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12
Storm Clouds A'Brewin
In September 2006 I joined Residential Funding Corporation (RFC) in Minneapolis, MN as a project analyst in the corporate financial planning and…
Sep 1
•
Melody Wright
71
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Storm Clouds A'Brewin
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15
August 2024
Just Don't Dance
Another day, another revision at the Bureau of Labor Statistics, erasing 818,000 jobs from initial projections received in March.
Aug 22
•
Melody Wright
39
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Just Don't Dance
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11
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