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Conor Sen questions the reliability of Zillow's latest housing forecasts. Sen specifically criticizes the projection that San Francisco home prices will decline, suggesting there may be a flaw in Zillow's model.
He notes that while he generally respects Zillow's research, this particular forecast appears to be incorrect.
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Sen has previously commented on monetary policy shifts, suggesting that markets should focus on the probability of a 50-100bps Federal Reserve hiking cycle. In another observation, he noted that semiconductor stocks tend to move lower as index names like MCO, MSCI, and SPGI rise about 3 percent. These posts reflect his recent focus on day-to-day market developments.