Median price for new single family homes fell to $387,400 in April, dropping 6.2% y/y to its lowest level since July 2021. Rents have been rolling over for years too.

Buyers finally get a breather as the everything bubble in housing starts to leak air. Meanwhile, the home price-to-income ratio is still very, very high. pic.twitter.com/kafzqXrATR — 𝙨𝙤𝙧𝙩𝙤𝙫𝙖𝙠 (@sortovak) May 6, 2026 The Fed/BLS have a CPI Shelter measurement problem. Rents have been rolling over for years too. pic.twitter.com/81bbHx7RsX — remi (@remi427707) May 6, 2026 …

READ MORE

Google searches for “how to buy stocks” just hit an ALL-TIME LOW. Lower than 2009. Lower than COVID. Insiders are dumping shares at the fastest pace since 2021. U.S. jobs collapse at staggering rate, monthly hiring down 88%!

So we are in a position where : -COMEX going bust-AI bubble collapse after NVDA super earnings-BTC retests 4Q21 peak on ~69k$ and starts new wave down-Private Equity credit going bust-Housing market tanking-China entering next wave down after 2,5Ys of bear market rally to… pic.twitter.com/jl9ZJ8Dp9R — GregTheAnalyst (@Analyst_G) February 25, 2026 🚨 Google searches for …

READ MORE

Inflation cools again as January CPI hits 2.4%, Core CPI falls to lowest level since 2021. The odds of a Fed rate cut jumped

BREAKING: January CPI inflation falls to 2.4%, below expectations of 2.5%. Core CPI inflation fell to 2.5%, in-line with expectations of 2.5%. Core CPI inflation is now at its lowest level since March 2021. Odds of further interest rate cuts are back on the rise. — The Kobeissi Letter (@KobeissiLetter) February 13, 2026 🚨 TRADERS …

READ MORE

Big players tied to JPMorgan Chase, Deutsche Bank, Morgan Stanley, and BlackRock are unloading stock while retail keeps buying dips like it’s 2021.

The people with the best data are protecting themselves first, period. 🚨 WARNING: INSIDERS ARE DUMPING EVERYTHING RIGHT NOW!! Just look at the screen below. Literally EVERY transaction is a SELL. For the last 7 days, insiders: – Sold: $11.6 BILLION– Bought: $59.04 MILLION And that's ONLY what we can see. I'm sure the biggest …

READ MORE

Global fund managers pour into markets, cash drops to 3.2% — most bullish since 2021, downside protection is nearly nonexistent

Global institutional investors have never held so little cash: Cash allocation by fund managers is down to just 3.2%, the lowest since data began in the 1990s. This marks a -1.6 percentage point decline since April, one of the fastest drops since the survey started. Cash… pic.twitter.com/4hoUh1JNNa — The Kobeissi Letter (@KobeissiLetter) January 22, 2026 …

READ MORE

Core CPI is at the lowest level since 2021. The tariff “inflation shock” yet to arrive… It’s really bad that the market just doesn’t believe anything the government says anymore.

Core CPI is at the lowest level since 2021. https://t.co/pCbKkErSEW pic.twitter.com/rQ4iaiQe9N — Geiger Capital (@Geiger_Capital) January 13, 2026 Inflation 🥶🥶🥶 CPI MoM: 0.3% vs 0.3% exp.CPI Core MoM: 0.2% vs 0.3% exp. CPI YoY: 2.7% vs 2.7% exp.CPI Core YoY: 2.6% vs 2.7% exp. The tariff "inflation shock" yet to arrive… — Geiger Capital (@Geiger_Capital) …

READ MORE

U.S. NOVEMBER JOBLESS RATE HITS 4.6%, HIGHEST SINCE 2021

U.S. Economy: Labor Market Takes a Walk 🚶‍♂️ • U-3: 4.6% 📈• U-6: 8.7% ⚠️• Retail sales: flat (real spending negative w/inflation) 🛒 • Rates 📉 — labor still 📉 •Gold & Silver 📈How to position your portfolio as growth slows. The latest 👇https://t.co/Gnenu1VSZt pic.twitter.com/4fPSfnOAFn — The Coastal Journal (@1CoastalJournal) December 16, 2025 The US …

READ MORE

The Shiller PE just hit its highest level in 25 years. The second most overvalued market in history. A 2021 style topping pattern is back with yields rising and markets 30 percent higher.

Ladies and Gentlemens, the Shiller PE just hit its highest level in 25 years. The second most overvalued market in history. Back then rates were rising; now we're cutting. LOL Guess what happens next. pic.twitter.com/4LyzObR7Ca — The Great Martis (@great_martis) December 10, 2025 Just In: The Federal Reserve cuts interest rates 25bps (as expected) to …

READ MORE

Fed cuts rates near market peak, historical patterns warn of serious correction. AAII shows stock allocation at 71.2%, cash near four-year lows, echoes late 2021 market peak.

When the Fed cuts rates while $SPY is trading near all-time highs (within 1%), the market usually falls sharply 2–3 months later. That aligns closely with our model’s prediction of a serious correction beginning in February 2026. Every time rate cuts begin near market peaks, the aftermath has been very bad. Historically, the pattern is …

READ MORE

World central banks have cut rates over 300 times in the past 2 years, the most this century, and global financial conditions are now the easiest they’ve been since 2021.

‼️Global central bank rate cuts are running ABOVE the Great Financial Crisis pace: World central banks have cut rates 316 times over the last 2 years, the most THIS CENTURY. Following the Financial Crisis response, they cut 313 times in 2 years. 👇https://t.co/hNOlF08Opy — Global Markets Investor (@GlobalMktObserv) November 29, 2025 In the two years …

READ MORE

DC shooter identified as Afghan national who arrived in August 2021. Unconfirmed photo of DC shooting suspect. President orders 500 more troops to DC. Trump says ‘animal will pay very steep price.’

The Afghan national accused of shooting two National Guardsmen in a possible terror attack near the White House Wednesday was living in the US illegally after overstaying his visa, sources told The Post. Rahmanullah Lakanwal, 29, arrived in the US through Operation Allies Welcome, the botched 2021 Afghanistan withdrawal plan that allowed roughly 90,000 Afghans …

READ MORE

Powell said the Unemployment Rate was now more important than payroll numbers…4.4% is a new cycle high. Highest since 2021. Fed officials voicing concerns about private credit lately.

https://twitter.com/spice1975503/status/1991520334458343476 Noticing a growing number of Fed officials voicing concerns about private credit lately. But this one is esp notable where one of them is openly highlighting risks among life insurers (its largest investor base). If the Fed is concerned about lifers, things are quite serious. pic.twitter.com/sC3uUFrdKq — Mr. VIX (@yieldsearcher) November 20, 2025 Everything’s …

READ MORE

They’re running it hot…. Call option volume now the highest on record, and 30% more than at the height of the meme craze in 2021. Market upside must be a ‘sure thing’.

Get to the back. Get to the back. There’s too much weight in the front. pic.twitter.com/AzRnR09Kb4 — Neil (@neilfromsa) October 5, 2025 They're running it hot…. pic.twitter.com/qLHDICSaWV — Michael J. Kramer (@MichaelMOTTCM) October 5, 2025 New highs in the S&P 500 continue. The pace of gain has slowed as the S&P 500 nears its 5-year …

READ MORE

US Housing Is Simply Unaffordable! 30y Mortgage Rate UP 125.8% Since Biden Took Control In 2021 (Mortgage Originations Then Fell By 74% While Home Prices Rose )

by confoundedinterest17 US housing is simply unaffordable! Mortgage rates remain elevated since the Biden Administration took control in 2021. Although under Trump, the rise in the 30-year mortgage rate has slowed. But the 30-year mortgage rate is up 126% since the beginning of 2021 and the “Joe The Boss” Biden administration. Mortgage originations at large banks …

READ MORE

The US now has more unemployed people than job openings for the first time since April 2021.

The US now has more unemployed people than job openings for the first time since April 2021. pic.twitter.com/D82jmvYP4L — *Walter Bloomberg (@DeItaone) September 3, 2025 “The number of job openings fell to 8.8 million in July, the lowest level since March 2021. Meanwhile, the number of unemployed people rose to 6.4 million.” https://www.cnbc.com/2025/09/01/job-openings-fall-to-lowest-level-since-2021.html Two numbers. …

READ MORE

Continued Unemployment Claims Jump by 30,000 to New High Since Nov 6, 2021

Authored by Mike Shedlock via mishtalk, Continued claims hit a new high since November 2021. Continued unemployment claims, data from Department of Labor, chart by Mish Today, the US Department of Labor released Unemployment Claims for the week ending August 16. Initial Claims In the week ending August 16, the advance figure for seasonally adjusted initial claims …

READ MORE

Can home prices fall to 2021 prices? Yes.

https://x.com/TicTocTick/status/1952034086463144416 How frickin sad. Crashing demographics is the biggest threat we have to our future. H/t @peruvian_bull https://t.co/URuv1y8gEU — QE Infinity (@StealthQE4) August 3, 2025 Crazy stats. Doesn’t leave many buyers left does it? https://t.co/cD1fRuermI — QE Infinity (@StealthQE4) August 3, 2025 1) For perspective, today's homeowner equity levels are north of 115% of GDP, …

READ MORE

The Number Of Americans Dealing With Food Insecurity Has Almost Doubled Since 2021, And U.S. Store Closings Are On Pace For A New Record

by Michael Why has hunger in America absolutely exploded during the past 4 years?  And why are store closings in the United States on pace to set a brand new record high this year?  A lot of people out there don’t want to admit that the U.S. economy has been crumbling for a long time. …

READ MORE

Oil Prices Fall To Lowest Level Since 2021

BREAKING: More Winning. Oil Prices Drop To Lowest Level Since 2021 In a stunning win for America First policies, oil prices have crashed to their lowest since 2021, with crude tanking to $65.50 a barrel today, proving President Trump’s energy dominance is back in full force.… pic.twitter.com/fjNfC2Fta4 — MAGA Resource (@MAGAResource) April 4, 2025

“Locked-in” Homeowners Nevertheless Pay Off Below-4% Mortgages: their Share of All Mortgages Outstanding Drops to 55%, Lowest since Q1 2021

The share of mortgages outstanding with rates below 3% – as close to free money as regular folks could get – has been declining slowly but steadily to 21.3% of all mortgages outstanding at the end of Q3 2024, from the peak in Q1 2022 (24.6%), according to the Federal Housing Finance Authority’s National Mortgage …

READ MORE

The current U.S. stock market valuation has reached 2000 and 2021 levels. Morgan Stanley’s Mike Wilson – US equities could face a tough six months to start the year.

by VotedOut Three different U.S. stock market valuation models (the Buffett Indicator, CAPE ratio, and Mean Reversion Model – three different ways of objectively looking at the overall valuation of the current market) are flashing extreme overvaluation warning signs that were both last seen in 2000 and 2021. Both 2000 and 2021 marked market euphoria …

READ MORE

2024 mirrors 2021: Hindenburg Omen triggers, followed by two corrections and possible bear market. In Dec 2007, the Fed cut rates despite inflation concerns. History repeats.

In 2021 there were three spikes in Nasdaq Hindenburg Omens. The first two were followed by corrections -10%. The third one in November 2021 was followed by bear market. We see the same pattern in 2024. Two corrections (April, July) and a third spike in November: A Hindenburg… pic.twitter.com/VSngerA3Hl — Mac10 (@SuburbanDrone) December 13, 2024 …

READ MORE

Gasoline at its lowest price since 2021. Disinflation has broadened. All commodities (obviously ex-Gold) pricing in a hard landing?

BREAKING 🚨: Gasoline Gasoline at its lowest price since 2021 ⛽️ pic.twitter.com/haxWbzL6WA — Barchart (@Barchart) September 9, 2024 Disinflation has broadened. via BofA Juneau pic.twitter.com/IB5f6kWZOU — Daily Chartbook (@dailychartbook) September 9, 2024 All commodities (obviously ex-Gold) pricing in a hard landing? Performance since 20th May which was the high for many of them (mainly copper) …

READ MORE

Jobless claims surge: Initial claims hit 243,000, continuing claims reach 1.867M, highest since 2021.

Initial and continuing jobless claims are continuing to rise with initial claims at 243,000 (+20,000 in one week) and continuing jobless claims at their highest level since 2021. — Wealthion (@wealthion) July 18, 2024 Continuing jobless claims increased to almost 1.9 million today, the highest since late 2021#MacroEdge — MacroEdge (@MacroEdgeRes) July 18, 2024 ⚠️Breaking! …

READ MORE

Uh-oh! It looks like you're using an ad blocker.

Our website relies on ads and the generous support of readers like you to keep delivering free, high-quality content. Right now, we are facing serious funding challenges and we need your help more than ever. Disable your ad blocker and this message will vanish. You can also sign up for a membership to enjoy an ad-free experience while supporting our work: https://citizenwatchreport.com/plans/subscriptions/ Your support helps us stay independent, continue our work, and keep content free for everyone. We truly appreciate your understanding and thank you for standing with us.