The hottest Inventory Analysis Substack posts right now

And their main takeaways
Category
Top Finance Topics
Erdmann Housing Tracker 21 implied HN points 26 Feb 25
  1. Home sales are still slow following the effects of Covid-19. Many people are still hesitant to buy homes right now.
  2. The number of homes for sale is high, which relates to the inventory levels seen in 2008. This suggests a potential oversupply in the market.
  3. The months of supply for homes on the market are also very high, indicating that it may take a while for the market to balance out.
CalculatedRisk Newsletter 28 implied HN points 10 Feb 25
  1. New home listings are up 10.8% compared to last year, which is a positive sign for the housing market.
  2. Despite this increase, new listings are still lower than they were before the pandemic.
  3. Inventory levels and what happens in March will be crucial in understanding the future of the housing market.
CalculatedRisk Newsletter 33 implied HN points 07 Feb 25
  1. January saw a significant increase in active housing inventory, rising by 38.3% from last year, but it's usually low during this month. March will be important to see if this trend continues.
  2. New listings in January rose by 23.7% compared to last year, but they are still at historic lows when compared to January 2019.
  3. Closed sales in January increased by 6.4% year-over-year, which is a positive sign, but overall sales are still down compared to earlier years like 2019.
CalculatedRisk Newsletter 33 implied HN points 10 Dec 24
  1. New home listings rose slightly by 2% in November compared to last year, but they are still lower than pre-pandemic levels.
  2. The increase in listings was fueled by lower mortgage rates, but higher rates are now reducing new sellers coming into the market.
  3. December and January are typically slow months for new home listings, so we can expect fewer homes to be listed in the near future.
CalculatedRisk Newsletter 19 implied HN points 23 Dec 24
  1. New home sales went up to a rate of 664,000 in November, showing a good increase from October. This is also higher than the numbers from the same time last year.
  2. The supply of new homes available for sale decreased slightly, now sitting at 8.9 months. This is still higher than the usual range, which is about 4 to 6 months.
  3. The inventory of completed homes is up, with nearly 120,000 available, showing more options for buyers compared to the very low supply in early 2022.
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Erdmann Housing Tracker 0 implied HN points 03 Mar 25
  1. The housing market in regions like Florida and Texas is seeing a rise in existing home inventory. This trend suggests that there may be more options for buyers, which can affect home prices.
  2. Recent analysis highlights a focus on soft markets, which could mean that sales in these areas are slowing down. Homebuyers should be aware of these changing conditions when looking to buy.
  3. Checking regional data can provide valuable insights into local housing trends. Understanding these trends can help potential buyers make informed decisions.