[HN Gopher] The Housing Theory of Everything
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       The Housing Theory of Everything
        
       Author : huevosabio
       Score  : 13 points
       Date   : 2021-09-14 20:55 UTC (2 hours ago)
        
 (HTM) web link (www.worksinprogress.co)
 (TXT) w3m dump (www.worksinprogress.co)
        
       | aazaa wrote:
       | A theory of everything needs to account for everything. This
       | article doesn't even demonstrate that a housing shortage exists,
       | and it completely ignores the unfavorable demographics of the
       | aging boomers and lack of replacement demand.
       | 
       | https://reventureconsulting.com/the-myth-of-the-us-housing-s...
       | 
       | High prices are not by themselves evidence of a shortage. High
       | prices can, for example, be caused by ultra-loose monetary
       | policies that encourage housing market speculators to soak up
       | supply. This condition can readily unwind, although few prior to
       | 2009 would have considered the possibility.
        
         | dilap wrote:
         | Right; not an expert in the topic, but it seems to make sense
         | that super low interest rates + the fed actively buying
         | morgtage-backed securities would pump up housing prices.
         | (Indeed, I think propping up asset prices is the idea? Though
         | I'm confused why this is considered a good thing.)
         | 
         | Someone who knows more about this, please weigh in...
        
       | hardtke wrote:
       | > Average New York City metropolitan area house prices are up
       | 706% since 1980 (or 376% more than US consumer prices, and 326%
       | more than US wages). For San Francisco the rise is 932%.
       | 
       | Mortgage interest rates were 14% in 1980, they are less than 3%
       | now. This explains much (but not all) of the rise in the nominal
       | cost of housing compared to wages. When people bought $50,000
       | houses in the nicest parts of Palo Alto in 1975, other people
       | thought they were crazy because of the interest rates.
        
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       (page generated 2021-09-14 23:01 UTC)