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An Overlooked Reason Why, Generation After Generation, Blacks Don t Make Much Progress | Blog Posts

Jeremy Grantham, we re in one of the greatest bubbles in financial history

Jeremy Grantham, we re in one of the greatest bubbles in financial history
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How Everybody Miscalculated Housing Demand

How Everybody Miscalculated Housing Demand July 29, 2021 5:55pm by Barry Ritholtz   Why are there too few houses in general and too few for sale? The pandemic has revealed a supply/demand imbalance in the Housing Market, but the reasons are far less obvious than assumed. Sure, the pandemic sent lots of urbanites out looking for a place in the burbs or a vacation property where they could WFH. But the underlying structural conditions for a massive supply shock were decades in the making. Allow me to chronologically explain how we got to our improving but still short supply of homes. The 20-year chart above shows the ratio of houses for sale to houses sold it’s not ideal, but it will do for our purposes. Consider what each decade had in store for real estate:

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