Housing Bubble 2.0 | Return Of Last War
This presentation highlights 20+ metropolitan areas that are experiencing extreme valuations in 2026 which exceed the early 2000's Housing Bubble which led to the the Great Financial Crisis in 2008.
Blake Huber
5 articles published
Originally an engineer by education, I became an application developer in Silicon Valley after completing undergraduate studies. After working in the Bay Area for a few years, I received a Master’s in Finance from the University of Pennsylvania's Wharton School.
I have extensive experience working in the UK designing and supporting commercial AWS systems at scale. I retired from full-time AWS work in 2019 to continue a second career in financial derivatives. this seemingly unnatural transition makes sense for me:
• 20 years cumulative experience in futures and options aligned within a Global Macro Discipline
• Specialty in equity index futures, currencies, and commodities.
• Linux and Unix-based applications skill and experience base to develop trading support
systems at Amazon Web Services
Economic Acceleration: The Dangerous Path to a Tightening Bias
Up until last month, the market priced in 2 additional interest rate cuts for 2026. After the Federal Reserve meeting in March, the market is now pricing in a rate increase in Q4 of 2026. This is a dramatic swing of 75 bps of tightening. Despite comprehensive calls for a U.S. recession in the last 2 years, the opposite appears to be occurring. There is wide-ranging evidence the economy is accelerating. This acceleration is unwelcome as inflation is still dramatically above the Federal Reserve target of 2% and will be exacerbated by expanding economic pressures.
US Current Account: A World in Deficit
President Trump has levied severe tariffs on trading partners because of the U.S. has largely run a negative trade balance for decades. On a global basis, trades should be a zero-sum game; however, it is not. This presentation shows that the average developed economy runs a current account deficit in the world today.
NVIDIA: Crossing the Rubicon
NVIDIA Corporation has been a focus for Wall Street for several years as its market capitalisation surpassed all but the very largest companies in the world. The market reaction to NVIDIA's Q4 2025 quarterly earnings this week provides telling clues about the future of Nvidia's meteoric rise.
Sector Rotation: Revenge of the Fallen
The Beveridge Curve relates US unemployment rate to job openings rate. This important macro economic predictor may have experienced a permanent shift as a result of the COVID Pandemic in 2020-2022. This presentation outlines the important changes in the labor market driven by notable employer changes that become obvious when one considers in sector rotation in equities.