Archive - K.’s Substack

A Predictably Bad July Jobs Report

Including Insights from Several Underappreciated Data Series (ACS/NES/QCEW)

Aug 4 •

July 2025

Why Northeast/Midwest Housing Markets are Bucking Sun Belt Trends

Mobility Plays a Role

Jul 19 •

June Jobs Report Recap

Newsflash: it's bad

Jul 3 •

June 2025

It Works Until It Doesn't

The U.S. Housing Market is on Life Support

Jun 16 •

May 2025

Dual Income Households are Old News

Short and sweet note this time around- mainly charts.

May 19 •

Northeast and Midwest Real Estate Markets are Not Immune this Cycle

Contrary to Popular Belief.....

May 2 •

April 2025

The U.S. Housing Market is a Hot Mess

It Only Gets Dumber from Here

Apr 2 •

March 2025

Feb Jobs Report Recap and the Implications for Housing

Quick note this time around- I’ll let the charts do most of the talking.

Mar 11 •

February 2025

The Unemployment Rate is Virtually Meaningless in Isolation

The other day, someone told me I was “nuts” for suggesting the labor market was weak; and OF COURSE their explanation was “the unemployment rate is low…

Feb 19 •

January 2025

Housing Jobs Deep Dive

In this post, all I’m going to do is focus exclusively on housing related employment for the United States.

Jan 30 •

The Cheerleading Must Go On

Every time I hear the word resilient, I think about my old boss who used to rave about “synergies” and “streamlining”, yet the man couldn’t even manage…

Jan 20 •

December 2024

What in the World is a Household?

I tend to think households are one of the most misunderstood and underappreciated elements when it comes to not only the housing market, but the broader…

Dec 26, 2024 •

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