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

Real Phillips Curve Update
Here are a couple of charts comparing real wage growth and unemployment.
Read
Re-Thinking The So-called Housing Bubble
Garrett Peterson kindly asked me back on the Economics Detective podcast to discuss the housing bubble
Listen
February 2019 CPI
flation took a step down this month. This takes us a step further to a situation where consumption may be waning, but the Fed thinks inflation is near their target because of high imputed rent inflation.
Read
Equity Values And Business Cycles
Stable NGDP growth leads to slightly lower profit growth, but higher wage growth and higher real total growth.
Read
December 2018 CPI Inflation
Maybe there is some chance that the natural rate can chug its way back above the target rate again and the slow recovery can continue.
Read
November 2018 CPI
Things continue to move sideways, not providing a strong new signal in either direction.
Read

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Latest Posts

Work Experience

Consultant
Consultation Services
March 2018 - Present (1 year 2 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 7 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.