On Deck – US Housing (Fall 2013)

The US housing recovery has had a beneficial impact on the broader economy for the past 18 months.  With a higher interest rate environment looming and very poor underlying fundamentals, however, we worry that any further impact on the economy will be limited.

In our first On Deck review, we provide an early-stage snapshot of ideas we are developing: On Deck – US Housing (Fall 2013)

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