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At the Money: What Data Matters and What Doesn't

Masters in Business

ADVICE

Focus on Housing Inventory and Pandemic Economics

  • To understand the real estate market, closely watch housing inventory levels, especially months of supply, rather than just sales or prices.
  • Consider broader economic indicators beyond just the inverted yield curve and housing starts, particularly those impacted by pandemic-related supply chain disruptions.
  • Look for sectors recovering from supply constraints and incorporate 'pandemic economics' into your analysis.
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