Not housing specifically (although he does talk about it every now and then), but I find Doug Noland’s analyses on global credit dynamics to explain a lot about

Not housing specifically (although he does talk about it every now and then), but I find Doug Noland’s analyses on global credit dynamics to explain a lot about what I see in the world around me. From what I’ve heard, he was also on the right side of understanding the severity of the subprime crisis (haven’t read the blogs around that time, though). http://creditbubblebulletin.blogspot.com/2018/02/weekly-commentary-grand-crowded-trade.html?m=1 http://creditbubblebulletin.blogspot.com/2018/02/weekly-comm...