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

Recent Shifts In Housing May Be Related To GSE Activity
There has been a bit of a mystery recently in housing markets.
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December 2019 CPI Update
Not much to say. More of the same. Shelter inflation tracking over 3%, non-shelter core around 1.5%, and core CPI about 2.2%.
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December 2019 Yield Curve Update
The yield curve continues to press upward from the mid-year lows.
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November 2019 CPI Inflation
Inflation remains in a holding pattern - about 2.3% core inflation, which consists of 3.3% shelter inflation and 1.6% non-shelter core inflation.
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Quarterly Report On Household Debt And Credit (2019 Q3)
The average FICO score of borrowers started moving up in the second quarter of 2007, just before home prices started to collapse.
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A Postscript On The Review Of The Crisis
I suspect some skeptical readers might find my summary lacking because it may seem as if I am writing off what was clearly a boom in residential investment and home building.It may be worth a clarification.
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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 (1 year 11 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 (19 years 4 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.