article thumbnail

A Spectacularly Underappreciated 15 Years

The Big Picture

Chart above is from March 2009, but that’s cheating) Compare this to the average 15-year return periods over the past century, which generated ~8.7%. In October 2009, I called the move off the lows The Most Hated Rally in Wall Street History. per year from the start of 2010 through the end of Q1 2025.

article thumbnail

The Fastest Drop in Home Prices Since 2009

The Reformed Broker

The post The Fastest Drop in Home Prices Since 2009 appeared first on The Reformed Broker. Previous to her current position, Skyler founded a consultancy supporting public-facing economic data program, was head of economics at a digital mortgage start-up, and spent 8 years supporting the Zillow economic research department.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Moody's: National Multifamily Supply and Demand at Lowest Levels since 2009

Calculated Risk

Today, in the Calculated Risk Real Estate Newsletter: Moody's: National Multifamily Supply and Demand at Lowest Levels since 2009 A brief excerpt: The big story here is that demand for apartments fell off a cliff in Q4 2022, but that new supply was also very low, even though there are a large number of apartments currently under construction.

Retail 244
article thumbnail

New Home Sales Increase to 664,000 Annual Rate in November

Calculated Risk

months of supply in January 2009. The second graph shows New Home Months of Supply. The months of supply decreased in November to 8.9 months from 9.2 months in October. The all-time record high was 12.2 The all-time record low was 3.3 months in August 2020.

Sales 264
article thumbnail

New Home Sales Decrease to 657,000 Annual Rate in January

Calculated Risk

months of supply in January 2009. The second graph shows New Home Months of Supply. The months of supply increased in January to 9.0 months from 8.0 months in December. The all-time record high was 12.2 The all-time record low was 3.3 months in August 2020.

Sales 221
article thumbnail

Housing Starts and Recessions

Calculated Risk

Also note that the sharp decline in 2010 was related to the housing tax credit policy in 2009 - and was just a continuation of the housing bust. Another exception was in late 2021 - we saw a significant YoY decline in new home sales related to the pandemic and the surge in new home sales in the second half of 2020.

Sales 309
article thumbnail

Heavy Truck Sales Mostly Unchanged YoY in April

Calculated Risk

Heavy truck sales really collapsed during the great recession, falling to a low of 180 thousand SAAR in May 2009. The dashed line is the April 2025 seasonally adjusted annual sales rate (SAAR) of 505 thousand. Then heavy truck sales increased to a new record high of 570 thousand SAAR in April 2019. Click on graph for larger image.

Sales 200