Wow, that's quite the collection Hale. Good work.

...which makes me curious as to what's happening in resale homes, as well as what the relative size of the new/resale market components is? As well, is there something out there that contextualizes the first graph? As it stands now it looks to be an absolute measure - I presume that it's adjusted for consumer inflation, but what does it look like against total debt and adjusting for increases in the size of the economy?

(As I said in another thread, anyone can ask questions, but I don't have enough background in this field to have any good levers for progress to better understanding without asking. Sorry.)

"We declared war on terror, it's not even a noun, so, good luck. After we defeat it, I'm sure we'll take on that bastard ennui." - Jon Stewart.

showing the correlation between stocks and housing: At the start of it (1994), they're hugely uncorrelated. What does it look like before '94? Is the recent correlation an anamoly or are the non-correlated times the exceptions?

Very convincing presentation, btw. Keep the analysis coming!