
One of my most strongly held hypotheses about the world is that the US housing market is in the early stages of a slowdown that is going to last for quite a while.
This concept, of course, is not news - I don’t claim to have invented it! But I recently found some interesting data which helps support my thoughts, and as such I thought it might be interesting to walk through my thesis, talk through the drivers, and see what supporting data we can find to support the argument.








