(1) Miami is hot again. (2) The bulldozers are working the night shift. (3) 50% down for out-of-towners. (4) Beauty and valuation contests. (5) The rise and fall of housing’s valuation multiple. (6) Affordability index has doubled. (7) Consensus is that stocks are cheap. (8) Professor Shiller disagrees. (9) Tobin’s q isn’t in bubble territory.
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