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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.
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.