For CMBS, it’s 2007
Right now is the bargaining stage for CRE—assets quietly being liquidated to meet redemptions, balance sheets tidying up, the industry stoically battening the hatches
All trying not to panic
Dry powder? Yes
But there’s a storm on the horizon https://t.co/y6jVEw3C1k
— Amy Nixon (@texasrunnerDFW) July 17, 2023
Fun Fact: Egg prices have plummeted, declining from $4.82 to $2.22 in 2023
That’s a 54% decline in just 6 months pic.twitter.com/YgcSlPp3Uk
— Bravos Research (@bravosresearch) July 17, 2023
This wake up to reality will be unsettling to many people.
I call it "Adulting". pic.twitter.com/rdvFNw0aWl
— Mac10 (@SuburbanDrone) July 17, 2023
M2 money supply is contracting at the deepest level EVER seen pic.twitter.com/RwR4Yic13p
— Bravos Research (@bravosresearch) July 17, 2023
Everything looks good; keep buying stocks https://t.co/3zgwqcQgAA
— Amy Nixon (@texasrunnerDFW) July 17, 2023
What followed last time was a crash. I don't know what will happen this time, but I'm pretty sure it will be a crash. pic.twitter.com/9GMkbYf6mf
— Mac10 (@SuburbanDrone) July 17, 2023
We're the only ones who remember.
Everyone else is just smoking crack. pic.twitter.com/uxLliFWvYO
— Mac10 (@SuburbanDrone) July 17, 2023
This is just the environment where a recession would catch retail off-guard
The inverted yield curve is pointing to a recession by H2 2023
But market participants are extremely complacent, pricing in a soft landing
This is just the environment where a recession would catch retail off-guard pic.twitter.com/bO4pXkaB20
— Bravos Research (@bravosresearch) July 17, 2023
Kiyosaki: Many signs point to a severe stock market crash & depression coming
I do not play the stock or bond markets. As an entrepreneur I like my hands on control too much. Yet too many signs point to a severe stock market crash. If your future depends on stocks and bonds please be careful, possibly ask for professional advice. Afraid depression coming.
— Robert Kiyosaki (@theRealKiyosaki) July 17, 2023