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Economy

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Ecess supply of housing units

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Is housing a good inflation hedge?

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Renting is not a great solution

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Inflation stocks grounded in the 1970's while commodities took off

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Gold has beaten the market so far this century

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Year-round vacant housing units as a % of total year-round vacant inventory

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Homeownership and housing vacancy rates since 1960

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S&P 500 bear markets and the current downturn, declines and duration

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Inflation expectations and EAFE/US performance since 1992

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Combined weight of the five largest S&P 500 stocks since 1990

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