Top Banner
GEAR UP FOR SUCCESS Take Charge America 20620 North 19th Avenue Phoenix, Arizona 85027 October 16, 2013 Monsoon Wealth Management Marvin R. Clark Managing Principal Chief Economist and Strategist
18

Understanding the 2014 homebuyer and seller

May 06, 2015

Download

Economy & Finance

Marvin Clark
Welcome message from author
This document is posted to help you gain knowledge. Please leave a comment to let me know what you think about it! Share it to your friends and learn new things together.
Transcript
Page 1: Understanding the 2014 homebuyer and seller

GEAR UP FOR SUCCESSTake Charge America

20620 North 19th AvenuePhoenix, Arizona 85027

October 16, 2013

Monsoon Wealth Management

Marvin R. ClarkManaging Principal

Chief Economist and Strategist

Page 2: Understanding the 2014 homebuyer and seller

Understanding the 2014 Homebuyer and Seller

Page 3: Understanding the 2014 homebuyer and seller

It was the best of times, it was the worst of times, it was the age of wisdom, it was the age of foolishness, it was the epoch of

belief, it was the epoch of incredulity, it was the season of Light, it was the season of Darkness, it was the spring of hope, it was

the winter of despair, we had everything before us, we had nothing before us, we were all going direct to heaven, we were

all going direct the other way - in short, the period was so far like the present period, that some of its noisiest authorities insisted

on its being received, for good or for evil, in the superlative degree of comparison only.

Charles Dickens, A Tale of Two CitiesEnglish novelist (1812 - 1870)

Page 4: Understanding the 2014 homebuyer and seller

Things We Will Not Discuss

• Ben Bernanke

• Janet Louise Yellen

• The National Debt

• Sequestration

• Retirement

• The Global Economy

• Income Inequality

• Student Debt

• Spending and Taxes

• The Next Recession

Page 5: Understanding the 2014 homebuyer and seller

Things We Will Discuss

• Quantitative Easing

• Interest Rates

• Real Estate Bubbles• Economic Outlook for 2014 – what can

we expect from the housing market in the coming year?

Page 6: Understanding the 2014 homebuyer and seller

What are short-term projections? What are long-term projections?

Page 7: Understanding the 2014 homebuyer and seller
Page 8: Understanding the 2014 homebuyer and seller
Page 9: Understanding the 2014 homebuyer and seller
Page 10: Understanding the 2014 homebuyer and seller
Page 11: Understanding the 2014 homebuyer and seller
Page 12: Understanding the 2014 homebuyer and seller
Page 13: Understanding the 2014 homebuyer and seller

Where are interest rates headed?

Page 14: Understanding the 2014 homebuyer and seller

Local Economic Questions to Address Regarding Real Estate

• What would a “full recovery” look like? How does this differ from the recent peak?

• Is the significant increase in home prices over the last two years healthy for the Valley RE market?

• What industries are attracting newcomers to the area? Who are these newcomers?

• Are there specific groups of people driving the growth? For instance, is there an increase in single females, young couples, seniors, etc.

Page 15: Understanding the 2014 homebuyer and seller
Page 16: Understanding the 2014 homebuyer and seller

Long-Term Housing Prices Adjusted for Inflation

Page 17: Understanding the 2014 homebuyer and seller

Certain information, charts, and data for this presentation comes from the following sources:

Monsoonwealth.com - http://monsoonwealth.com

CalculatedRISK - http://www.calculatedriskblog.com

St Louis Federal Reserve - http://www.stlouisfed.org

John Mauldin - http://www.mauldineconomics.com/ttmygh/chekhovs-gun

Zero Hedge - http://www.zerohedge.com/ via http://www.mauldineconomics.com

The Wall Street Journal - http://online.wsj.com via http://www.mauldineconomics.com

Bill Fleckenstein - https://www.fleckensteincapital.com via http://www.mauldineconomics.com

Bloomberg - http://www.bloomberg.com via http://www.mauldineconomics.com

Bankrate.com - http://www.bankrate.com via http://www.mauldineconomics.com

Business Insider - http://www.businessinsider.com/

Page 18: Understanding the 2014 homebuyer and seller

[email protected]

866.931.1846480.319.7724

Preserving tomorrow’s wealth by managing today’s global economic risk .

Disclaimer: The material appearing in this email is based on data and information from sources we believe to be accurate and reliable. However, the material is not guaranteed as to accuracy nor does it purport to be complete. Opinions and projections, both our own and those of others, reflect views as of dates indicated and are subject to change without notice. The contributions and opinions of others do not necessarily reflect the views of Marvin Clark or Monsoon Wealth Management. Nothing appearing in this email should be considered a recommendation to buy or to sell any security or related financial instrument. Investors should discuss any investment with their personal investment counsel. Past performance does not guarantee future results.

Monsoon Wealth Management

Marvin R. ClarkManaging Principal

Chief Economist and Strategist