12 Comments
Aug 15, 2022Liked by Rudy Havenstein

It's truly sad that truth and integrity means very little in society today. People fight for their ideology similar to the maxim that everything is a struggle for political power with little regard to what may actually be the best course of action.

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Aug 14, 2022Liked by Rudy Havenstein

I enjoy your truth-telling. It's re-volutionary, in that we, and I say we, let this whole mess unwind when the Glass-Steagall Act was repealed and then all havoc broke. Ours is a time to reach back and reclaim that Act and reinstate it. It's to re-evolve. It's the only way forward, in my view. Your voice gives me hope and strength. Thank you!

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He's a Professor of Economics and I had to check the tweet to confirm that this is really how they think:

Justin Wolfers

@JustinWolfers

·

23h

No, there was zero inflation in July. Read the report.

Replying to

@JustinWolfers

@G7Doug

So, as long as we measure inflation only on the days when the price I pay is the same as the price I paid yesterday, no inflation!

7:21 AM · Aug 11, 2022·Twitter Web App

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True value of experts is explaining why what we see in our real lives is opposed to their reality!

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Great job, as always. Remarkable how little press the JPM guilty verdict is getting. I imagine the gold bugs are going to go nuts over it

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Why does the purchasing of MBS by the Fed bring housing prices up? I’m new to all this

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author

They bought $2.7 TRIllion of mortgage backed securities just since 2008, which massively lowered mortgage rates.

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Lower Mortgage Rates = Higher House Prices? Is that just a supply/demand impact?

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author

Yes. Also about 25% of homes bought by "non primary" buyers, many institutional. These did not exist prior to the Obama Admin post 2008.

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"The thirty-year fixed-rate mortgage is a primary driver of housing bubbles. The 6 percent rate that caused the previous housing bubble seems high compared to recent years, but 6 percent is lower than at any time since we went off the gold standard in 1971.

The truly remarkable rates occurred only in the last few years when a combination of the Fed driving its policy rate to zero, massive quantitative easing, including massive purchases of mortgage-backed securities (MBS) and a tame CPI inflation led to the lowest rates ever, often less than 3 percent!"

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