Why this housing cycle is worse than 2008:
1. More speculation
2. More fraud
3. More unaffordable
4. MUCH worse demographics
5. Structural inflationReason its delayed:
1. Government keeping MILLIONS of homes off the market using taxpayer dollars.
— Darth Powell (@VladTheInflator) April 19, 2025
The stock prices of the four largest US homebuilders appear to be undergoing the same cyclical behaviour that occurred in the previous 18Y real estate cycle.
If this is the final peak, then expect house prices to top out around 2025Q4. pic.twitter.com/Kua75Fyqdz
— Philip Soos (@PhilipSoos) April 20, 2025
This is exactly how the 2008 Financial Crisis happened 👇 pic.twitter.com/o1OPNoNsTP
— Bravos Research (@bravosresearch) April 19, 2025