The hottest Inventory Analysis Substack posts right now

And their main takeaways
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CalculatedRisk Newsletter 14 implied HN points 11 Nov 25
  1. In October, home sales rose slightly by 0.4% compared to last year, while last month they were up 7.6%. This shows a slow down in the market.
  2. New listings of homes for sale increased by 4% from last year, but they are still lower than what they were in 2019.
  3. Active inventory of homes is up 18.1% compared to last year, indicating more options for buyers, though the situation varies by region.
CalculatedRisk Newsletter 43 implied HN points 11 Jun 25
  1. Closed home sales in May decreased by 3.9% compared to last year, which indicates a continuing downward trend in the housing market.
  2. New listings of homes increased by 10.2% year-over-year, but they're still lower than the levels seen in May 2019.
  3. Active inventory is rising significantly, with an increase of 36.9% compared to last year, showing more options for buyers this spring.
CalculatedRisk Newsletter 23 implied HN points 21 Aug 25
  1. Existing-home sales increased by 2.0% in July, reaching a seasonally adjusted annual rate of 4.01 million. This shows a small growth compared to last year.
  2. The median house price rose slightly by 0.2% year-over-year to $422,400. This indicates that homes are still holding their value.
  3. The inventory of unsold homes also went up by 0.6%, bringing the total to 1.55 million units. This gives buyers more options in the market.
CalculatedRisk Newsletter 23 implied HN points 20 Jun 25
  1. California home sales decreased for the third month in a row, highlighting reduced buyer confidence due to high mortgage rates and economic uncertainty.
  2. Active home inventory reached a 67-month high, with a significant year-over-year increase in available listings, suggesting more choices for buyers.
  3. Despite a minor decline in home prices, the market is still facing challenges, with many areas reporting fewer homes sold compared to previous years.
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.
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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.
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 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.
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.