Bond yields spike higher while rental giants dump billions in inventory and housing confidence cracks.
Housing crash straight ahead?
I disagree with his use of the term hyperinflation but the rest of it is accurate.
In the end housing is such a psychological game based on confidence. pic.twitter.com/MrsjZVTPCV
— QE Infinity (@StealthQE4) July 21, 2026
Ummmm guys. We have a bond yield problem.
The 10 year yield broke out to new highs. pic.twitter.com/fOoFbTdo1g
— QE Infinity (@StealthQE4) July 21, 2026
Rental giants are dumping their inventory as a result of the Housing Act.
Listings have gone from 4,156 in February to now over 9,000 homes representing over $3 billion in inventory.
The Housing Act defines institutional investors as anyone owning more than 350 homes. pic.twitter.com/3QhESVWFZC
— QE Infinity (@StealthQE4) July 21, 2026