Latest Issue
A Little Harder
May 13, 2022
The Strategic Investment Conference wrapped up this week with another wave of strong, fascinating speakers and panels. I gave you some highlights in last week’s Soft Now, Hard Later letter. Today I have more to share and, as you’ll see, the plot thickened considerably.
After 16 years I’ve learned how this goes. You begin with more questions than answers. As the event unfolds, you have even more questions and even fewer answers. That may sound frustrating, but it’s critical. Finding the right answers starts with asking the right questions. They aren’t always obvious.
Today we’ll review some (not all) of days 2 and 3, the heart of the conference. I’ll have more recaps for you over the coming weeks but you don’t have to wait. You can still buy a Virtual Pass and watch video recordings of the entire conference. We’re also posting transcripts as fast as my team can produce them. All should be up in the next few days. Click here to get your pass.
Habib & Stockton: Mortgages in Recession
I’ve mentioned Barry Habib a few times recently, and in depth about a year ago in Tiny Housing Bubbles. Read that letter again and you’ll see he was right on target about the residential real estate market. I brought Barry back to SIC for 2022, paired with technical market analysis expert Katie Stockton. It was a power-packed hour, to say the least.
Barry has a nuanced outlook. He foresees more inflation and probably a recession, but also thinks housing will continue to do well. It typically...
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