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  2. Robert Johnson, CFA

Robert Johnson, CFA

Robert Johnson, CFA, is director of economic analysis for Morningstar.


Many factors have contributed to the strong rise in multifamily housing starts, and now single-family homes are getting a boost as we move further past the recession.

With GDP being increasingly tied to huge swings in inventory and trade data, investors need to look deeper into reports to get a sense of the strength of the underlying economy, says Morningstar's Bob Johnson.