This section contains research on economically-related items. This research is designed to be thoughtful and informative. We have no monopoly on economic research and do not try to replicate the more exhaustive research available from other resources. Our research is designed solely to encourage questions.
Consumer Financials
These papers provide analysis of the aggregate financial status of U.S. households. The Consumer Crush integrates our research in the “Interest Rate Conundrum”, “Money Supply and Real Estate”, and “Household Cash Flow” papers. It shows that consumer liquidity has reached modern lows and is dependent on the ability to generate new real estate debt. The household cash flow statement is a creation of Piscataqua Research.
Real Estate
These papers analyze residential housing investment data since 1900. They document that the current building boom exceeds any other housing boom of the last 100 years. The macro-economic considerations point to significant over-building of new residential property while the micro-economic considerations indicate that it will continue for at least the rest of 2005. Our latest research also shows that the real estate market is a tremendous generator of consumer money supply and has serious implications for consumer cash flow.
Interest Rates and Inflation
Our interest rate work and our research on the 1920s have led us to an analysis of inflation. Our paper on Real Inflation is an economic theory extension created by Piscataqua Research and shows that “inflation” is potentially misunderstood in the economics community. Our interest rate conundrum paper is an important piece of the foundation for our Consumer Cash Flow analyses.
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