2013 Market Reports: February 2013 Feb. 2013 Bubble Redux? April 2013

2012 Market Reports: Hold the Champagne Fall 2012 Debt Matters Febuary 2012 The Blind Men and the Elephant January 2012

2011 Market Reports: The Feds Get It September 2011

2010 Market Reports: The Double-dip December 2010 Puritanism, Politics and Foreclosures November 2010 Slouching Down the Road October 2010 Greeks Bearing Gifts June 2010 Chicken Little on the Run May 2010 Fool's Errands and Other Subjects April 2010 Rich Market, Poor Market February 2010 A Year to Forget January 2010

2009 Market Reports: Stability is the New Appreciation November 2009 Real Estate's Lost Decade? October 2009 Spend More, Save Less August 2009 Bubble World July 2009 The Great Recession June 2009 Hold the Champagne March 2009 Housing in the Age of Empiricism February 2009 Mr. Bernanke Gets It January 2009

2008 Market Reports: Mr. Keynes Goes to Washington December 2008 The End of the American Century November 2008 Is Deregulation Finished? August 2008 The Bailout II July 2008 The Tail and the Trunk June 2008 The Age of Scarcity May 2008 Winners and Losers April 2008 Where's the Beef? March 2008 Black Tuesday Revisited February 2008 The Year Ahead January 2008

2007 Market Reports: The Sink in the Bedroom December 2007 Bernanke Cuts Rates! (yawn) October 2007 Real Estate's Dirty Bomb, Part II May 2007 The Sub-prime Problem and Other Thoughts April 2007

2006 Market Reports: Chasing Numbers December 2006 The Numbers Please November 2006 The State of Affairs September 2006 The Supply Side August 2006 2006 or How I Learned to Love Collateral Damage July 2006 San Diego Man April 2006 The Canary in the Mineshaft March 2006 Someone Turn On the Lights February 2006 It Was a Good Year January 2006

2005 Market Reports: Hey! Buyers! December 2005 Globalization and Housing Prices, Part II October 2005 Globalization and Housing Prices, Part I September 2005 Town Envy August 2005 A Few Craft Notes on Being a Modest Buyer July 2005 The Chairman Sends a Warning June 2005 Growth or Income ? May 2005 Bubble-speak and Other Nonsense April 2005 Someone Turn on the Lights March 2005 Some Thoughts On 2005 February 2005 The Things That We Know, Part II January 2005

2004 Market Reports: The Things That We Know December 2004 Investing the Regular Way November 2004 So Where Is the Investment Action? October 2004 In Praise of Moderation September 2004 Some Bubble-Speak August 2004 Mid-year Report July 2004 The Ghost of LBJ … June 2004 It's the Economy… May 2004 Business as Usual April 2004 The Year Ahead March 2004 Is The Other Shoe About to Drop? February 2004

2003 Market Reports: Deficits Matter November 2003 The Great Migration October 2003 Investment Outlook for 2003 May 2003 Is it 1991 Yet? April 2003 Dogs of War March 2003

2002 Market Reports: Guns and Butter November 2002 Is it 1990 Yet? October 2002 Affordable Home Ownership July 2002 Some Mid-year Thoughts June 2002 Is It the Top? April 2002 Real Estate 101 March 2002 2001 in Review January 2002

2001 Market Reports: Mid-Year Notes July 2001 Priced out of this Market? June 2001 The First Quarter May 2001 Waiting for the Shoe to Drop April 2001 The Recession Next Time January 2001

2000 Market Reports: Why Am I Betting on Urban San Diego (Part 3) October 2000 Why Am I Betting on Urban San Diego (Part 2) July 2000 Why Am I Betting on Urban San Diego (Part 1) June 2000 Is the 10% Mortgage Around the Corner? May 2000 March Madness March 2000

1999 Market Reports: What Me Worry? November 1999 Is It Too Late October 1999 The Summer Rally September 1999 Real Estate and the Internet August 1999 Interest Rates July 1999  Is it 1989 Yet? June 1999  How to Trade Up May 1999  So Where Are the Homes for Sale April 1999

1998 Market Reports: So What is Going On?-Redux July 1998  Some Good Ideas on Retirement August 1998  So What is Going On? June 1998  How To Put Your Child Through College The Easy Way May 1998  How To Be A Smart Buyer  April 1998  Real Estate and the Stock Market  September 1998 Income Property November 1998  1998 In Review December 1998

1997 Market Reports: The Condominium Market May 1997 Is It Time To Buy Income Property?  April 1997 Mid Year Review  June 1997 The September Surprise September 1997 Fall Market Report November 1997 1997 In Review *