What Would It Take To Crash Home Prices?

The crash everyone keeps predicting requires conditions we don't have

Feb 14 • Sam Lawhead

8

Solvent, Stuck and Squeezed

The three forces holding the American housing market together — and the fracture lines underneath

Feb 10 • Sam Lawhead

4

January 2026

Fortress-Level Balance Sheet

Are Fannie and Freddie a fortress...or a house of cards?

Jan 22 • Sam Lawhead

6

Subsidizing the Bid

How Fannie and Freddie Inflate Housing Prices

Jan 11 • Sam Lawhead

4

December 2025

Living It Up At Hotel Conservatorship

“On a dark desert highway, cool wind in my hair...” – The Eagles

Dec 17, 2025 • Sam Lawhead

2

Decoding the State of Housing: Part I - The Quiet Correction

The For-Sale Market's Quiet Correction

Dec 13, 2025 • Sam Lawhead

5

November 2025

The 18-Year Land Cycle: Can We Forecast the Next Market Crash? Pt. II

Part II: When Strategic Competition Trumps Housing Wealth

Nov 23, 2025 • Sam Lawhead

6

The 18-Year Land Cycle: Can We Forecast the Next Market Crash?

Part I: The Prediction, The Pattern and Why I'm Skeptical

Nov 19, 2025 • Sam Lawhead

5