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

June 2019 CPI Inflation
This month there was a bit of a bump in non-shelter inflation, but the trailing 12-month rate remains about 1.1% and shelter inflation remains about 3.4%.
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June 2019 Yield Curve Update
Rates have continued to dip. Forward markets have already moved much of the way back toward zero. This has been somewhat surprising to me.
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May 2019 CPI Inflation
Core CPI continues to ride along with the 2% target range, bifurcated between shelter and non-shelter prices.
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April 2019 CPI Inflation
We appear to be seeing a rebound in shelter inflation and a decline in non-shelter inflation. The inverted yield curve, stabilizing home prices, declining residential investment, and a peak in existing and new home sales suggest parallels to 2006.
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Real Phillips Curve Update
Here are a couple of charts comparing real wage growth and unemployment.
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Re-Thinking The So-called Housing Bubble
Garrett Peterson kindly asked me back on the Economics Detective podcast to discuss the housing bubble
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STOCKS I FOLLOW

TWEETS

PERSONAL BLOG

Latest Posts

Work Experience

Consultant
Consultation Services
March 2018 - Present (1 year 5 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 (18 years 10 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.