EQR Rent and Occupancy Levels

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One more chart from EQR showing rent and occupancy levels.  High occupancy levels give EQR pricing power.  From the chart, rents have risen about 16% over the last 20 months (funny how this hasn’t shown up in CPI).  Turnover in … Continued

Echo Boomer Demographics

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Courtesy of Equity Residential (the apartment REIT), two charts.  The first shows the demographic bubble of the “Echo-Boomers” those aged 20-34 through 2020.  The second shows household formation vs. multifamily building permits over the last decade. Click to Enlarge

Remember Cash for Clunkers?

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Add to housing another segment of the economy that has been extremely sluggish.  Except for the one month spike on cash for clunkers in 09, auto sales have not come close to pre-financial crisis numbers.  Although auto sales barely budged … Continued

Poverty Rates By Age Cohort

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The Census Bureau released an annual report on national incomes today, which showed some stunning and sad statistics.  In addition to a chart which showed that the median Male worker’s wages are unchanged (inflation adjusted) since 1968, there is this … Continued

Is Best Buy Losing Market Share?

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Best Buy reported earnings on Tuesday and disappointed relative to analyst estimates.  The shares are down 7%, and many are talking about how the company is in secular decline–just becoming “Amazon’s showroom.”  In order to assess the validity of the … Continued

Greece GDP

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With Greece perpetually in the headlines, below is a checkup on how GDP has fared in the midst of the crisis.  The economy certainly hasn’t performed well, making the debt burden that much worse.  Government debt to GDP is now … Continued

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