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by adam_arthur 1552 days ago
All the relevant data is on FRED

https://fred.stlouisfed.org/series/TTLHH

https://fred.stlouisfed.org/series/ETOTALUSQ176N

https://fred.stlouisfed.org/series/UNDCONTSA

Homes actively under construction is about to hit an all time high, higher than the 70s peak

Plus consider demographics. Millennial hump has passed avg home buying age, and there are demographic headwinds going forward, unless immigration policy becomes more permissive. Of course demographic impact will take decade or more to play out.

By demographic headwinds, I mean fewer young people, e.g. Inverted population pyramid. See Japan or China for how this will play out

1 comments

Hey thanks for this!