In the following video, Motley Fool financial analyst Matt Koppenheffer discusses one potentially worrying metric for the housing recovery. He takes a look at the "Calculated Risk" blog, where Bill McBride focuses on a Business Insider article that featured a graph showing that "housing completions" have been outpacing "new home sales" over the past 12 months.

Matt tells us who should be worried, if it's true. He also points out that "housing completions" isn't the right thing to compare "new home sales" to in order to get an accurate picture of housing sales today.

Matt Koppenheffer has no position in any stocks mentioned. The Motley Fool recommends Wells Fargo. The Motley Fool owns shares of JPMorgan Chase and Wells Fargo. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.