- August 26, 2005
What is the relationship between housing prices and stock market forecasting? What will happen if the housing market begins to falter? Exactly what did Greenspan say about housing at Jackson Hole? We explore these topics and a whole lot more and hopefully we can tie them all together by the end of this letter as we meditate on the potential risk of the recent housing boom.
Let's start with forecasting. Every few weeks I get a wonderful letter from good friend James Montier, who is the...Read more