Private Investor
Contributor's Links: Idiosyncratic Whisk

My name is Kevin Erdmann.  I write a blog that broadly covers the topics of economics, finance and speculation.  I have an MS in Finance from the University of Arizona.  I am currently writing and supporting books about the housing bubble and the financial crisis which are being ... more

ALL CONTRIBUTIONS

The Curious Sine Curve Of Equity Returns
The positive performance of the stock market over the last few years is actually right in line with the long-term trends.
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More On Interest Rates And Home Prices
The relationship between rent levels and yields moves up and down through hot and cold markets.
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Interest Rates And Home Prices
 A couple of quick thoughts on recent home price appreciation.
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December 2020 Yield Curve
The yield curve looks pretty good. Long-term rates still are recovering. 
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October 2020 Yield Curve Update
The yield curve has taken a strong bullish move as a result of the election and the Covid-19 vaccine progress. The long end of the Eurodollar curve is nearly back to the pre-Covid level.
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October 2020 Inflation Update
Much of the drop in the stated core CPI number is coming from declining rent inflation (or shelter inflation). Core inflation excluding shelter is still below 2%, so the Fed has room to goose spending within their mandate. 
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PERSONAL BLOG

Latest Posts
Great Review Of Shut Out In The Economic Record
Declan Trott, an economist with Australia's Department of the Treasury, has written a review of Shut Out for Economic Record, a journal of the Economic Society of Australia. It offers a concise and well-written overview of the book's thesis.

Work Experience

Consultant
Consultation Services
March 2018 - Present (3 years 6 months)

Sharing the insights of my groundbreaking new research on the causes and consequences of the housing bubble and the financial crisis.

I can provide short presentations for real estate and investment groups.

I can also provide extensive, detailed reports about the factors that are influencing the housing market and financial markets, in general. 

Independent Investor
Self-Employed
2001 - Present (20 years 11 months)

Education

University of Arizona - Eller College of Management
MMF, Finance
2010 / 2011
Finance, Fixed Income track, Masters of Management in Finance
University of Oklahoma
BBA
1989 / 1993
Business Management

Publications

Shut Out: How a Housing Shortage Caused the Great Recession and Crippled Our Economy
Kevin Erdmann
Rowman & Littlefield
01/22/2019

A shortage of urban housing has become an international challenge.  The problem intensified in the United States until in 2004 and 2005 it erupted into a sort of refugee crisis.  Hundreds of thousands of families had to move away from prosperous cities, creating a housing bubble in less expensive alternative cities.  Mistaking the symptoms for the disease, policymakers clamped down on lending and homebuilding. Those policy reactions led to the financial crisis and subsequent stagnation.

Idiosyncratic Whisk
Kevin Erdmann
Kevin Erdmann

Pulling yolks from the scramble:
Analysis of economics, finance, investment, and speculation.