Independent thinking for complex markets and current events
via Careful-Caramel-9409 Every listing says the same thing -updated kitchen, fresh paint, move-in ready -and every time you show up it’s the same story The “updated kitchen” is IKEA cabinets installed crooked over original 1987 plumbing, the “fresh paint” is hiding drywall cracks that shouldn’t exist in a house this age, and the agent called …
Apple is pulling a classic “stealth hike” to protect their 48% margins, and the market is just starting to wake up to the trick. Yesterday’s guidance of 14-17% revenue growth looked like a miracle given the 9% consensus, but the math didn’t add up until the Mac Mini update dropped. By killing off the $599 …
The biggest reason they’re leaving is the economy (inflation and worried about losing their job). The second reason is the high price of homeowners insurance. Third is they’ve bought over priced piece of shit vehicles for 100K, with payments spread over 96 months, which is insane. US buyers walk away from deals with cancellations at …
The housing market is running out of buyers: There were an estimated 46.3% more home sellers than buyers in February 2026, the biggest difference since Redfin data began in 2013. This gap has widened sharply from 29.8% a year ago, marking the strongest market for buyers in over a decade. By comparison, there were a …
Sellers are moving toward buyers but not fast enough to restore volume the $40k average cut on a median priced home still doesn't close the affordability gap at 7% mortgage rates — Alan Stalcup | CRE Investor (@alan_stalcup) April 9, 2026 Buyers: wait. Rent. Watch. Renegotiate your lease. Sellers: sell sooner rather than later. Every …
by confoundedinterest17 Nothing has been the same in the US housing market since the Covid outbreak of 2020. According to Redfin, there are nearly 50% more home sellers than buyers. And the number of homebuyers has fallen to historic lows. A good reason there are so few buyers is that home prices has soared after the …
More homes are for sale. Prices are down. But nobody’s buying. Because the Fed trapped 40 million mortgages in cheap Covid rates so selling would double their payment. Jerome Powell should have cut rates years ago. Instead, he’s letting them rise, which will make the housing… https://t.co/dfgJVAxegv — Wall Street Mav (@WallStreetMav) March 24, 2026 …
Just saw this data from Kobeissi. The scariest part isn’t the cash drop, it’s the 47% spread between sellers and buyers. Smart money is clearly sitting on their hands. if you’re trying to offload property right now, good luck competing with that much inventory. the leverage cycle is breaking. h/t itsarmansheikh
“Probably not the best sign for home sales.” 👇🏼 https://t.co/w7rVKqK4AU — Kalani o Māui (@MauiBoyMacro) February 2, 2026 New House Prices have dropped below Existing Homes for the first time in history 🚨🤯 pic.twitter.com/PGQ9rQlIvi — Barchart (@Barchart) February 2, 2026 Foreclosure rates have continued their double-digit surge across the country, up 21% from last year. …
by Martin Armstrong Redfin estimates there were 37.2% more home sellers than buyers in November, which is the largest gap since 2013 outside of last summer. The computer warned that the US would experience a buyer’s market until 2028. The imbalance does not translate into some 2008 era real estate crisis, but it highlights the confidence …
"I believe real estate is going to have a very big correction." pic.twitter.com/ZuTW6X5RXj — Darth Powell (@VladTheInflator) January 2, 2026 What happens to the market when all of these retirees start selling their stocks to fund their retirements? https://t.co/LN6Ct08yeF — QE Infinity (@StealthQE4) January 2, 2026 36.8% more buyers than sellers…. What happens next? pic.twitter.com/7Cy4mcgVSR …
by confoundedinterest17 Yikes! October saw an estimated 36.8% more home sellers than buyers, biggest gap in records dating back to 2013. Last one, promise 😁 pic.twitter.com/1luRsMFlo7 — Hollywood Horror Museum (@horrormuseum) November 25, 2025
This is why there is literally “no bid” in housing unless you are wealthy and paying cash. https://t.co/p538tx6F5H — QE Infinity (@StealthQE4) October 23, 2025 Sellers Are Getting Ghosted: 15% of Homebuying Contracts Were Canceled in September Housing costs are frightful and economic jitters are in the air, leading some buyers to leave sellers in …
The car market just lost half a million sales in one month. Tricolor, a lender with 65 dealerships filed for bankruptcy. Bosch is cutting 13,000 jobs. Delinquencies hit a 15-year high. But here’s the thing: the real crisis isn’t the sales numbers. Because what’s actually happening is millions of Americans are trapped. The average car …
The Wall Street Journal just reported that U.S. Landlords are becoming concerned over a slowdown in the rental market. Rental inventory is rising, and rent growth is now slowing, falling to its lowest level in 13 years, and the 6th lowest in the last 40 years according to John Burns Real Estate Consulting.
UPS and Canada shopping are a dangerous combination right now. If you are thinking of ordering anything from Canada, be careful. Tariffs are one thing—you might pay them, maybe even 100 percent. But the real shock comes from UPS. The fees they are adding are huge. People are reporting $5 items arriving with $50 in …
by confoundedinterest17 August represents a massive switch from 3 years ago when there were nearly 40% more home buyers and sellers in the US housing market. There are now 35.2% MORE home sellers than buyers!
Most buyers since COVID couldn’t afford the house just like 2008. Especially with mortgage rates where they are. https://t.co/I9OLqLUANX — QE Infinity (@StealthQE4) September 16, 2025 It would take a heart of stone to read about these F*cked Borrowers who can't sell their overpriced houses, & not laugh byu/Boo_Randy_II inHouseBuyers Markets don't seem to have …
The idea that the U.S. housing market is finally responding to buyers is a lie engineered to mislead. Beneath small price shifts and stagnant mortgage rates, the system is still structured to preserve inflated valuations, restrict liquidity, and trap both homeowners and prospective buyers. Reports that suggest softening prices or easing rates are not signs …
Nvidia’s profits vanish into thin air Soaring sales, sinking cash, red flag rising $NVDA Posted $56 billion in revenue growth and $26 billion in that income but just $15 billion in cash flow that’s a 58% conversion down from 90% receivables balloon draining $5.7 billion revenue soar and cash crawls is a classic red flag …
A staggering $6.4 trillion in U.S. debt comes due by the end of 2025. As foreign central banks flee treasuries and inflation surges, the Fed’s last resort could quietly destroy your purchasing power. Who will bail out America this time?
Interest rates are stuck. Inventory is swelling. Buyers are gone. More than half of all homes now sell below asking. It’s the weakest housing market since 2012. https://finance.yahoo.com/news/housing-market-craters-56-homes-123114860.html Rents are falling, vacancies hitting records. National apartment rents dropped 0.8% year over year in July. The vacancy rate just hit an all-time high as the 2023 …
When your home is worth less than your mortgage, buyers aren’t bailing you out. Lance Lamberts July’s housing market update; nationwide home values continue to drop. More homes than ever And this is where we are Only go full pic.twitter.com/klCKCUjFGe — Kenny Capital (@KennyCap_Phd) August 10, 2025
The housing boom feels permanent until it isn’t. Case‑Shiller data showed home prices slowing again in May, with the 20-city index up just 2.3 % year-over-year and down 0.3 % from April. That marks one of only a few outright declines in modern memory, alongside 2008’s crash and 2022’s Fed tightening cycle ﹙raw data via Zillow and …
When VIX is high, it’s time to buy. When VIX is low, it’s time to go defensive. Getting a bit frothy out there pic.twitter.com/6hw8vrENWh — Markets & Mayhem (@Mayhem4Markets) July 26, 2025 Yes I thought Palantir $PLTR was super expensive at $50, now I just believe it’s astronomical levels of expensive at $160. The market …
Each American family could face $425k in federal debt load. In 10 years, the US government will be $55-60 trillion in debt (which will be 7-7.5 times government revenue) because there will be $25-30 trillion of additional borrowing. That amounts to about $425,000 of debt per American family. When I calculate the supply and demand …
Homeownership is slipping through the floorboards. First-time buyers now account for just 21.8 percent of total home purchases, the lowest share ever recorded. That’s down from 34 percent in 2019 and signals a deeper affordability breakdown. Existing home sales are projected to reach 4030000 in 2025, marking the slowest housing market in more than 25 …
In the second quarter of 2025, the auto finance market crossed a threshold that’s hard to ignore. Total auto loan debt in the United States has now reached $1.63 trillion, officially surpassing the student loan balance for the first time. According to Edmunds, 19.3% of new car buyers committed to monthly payments of $1,000 or …
Many homebuyers, investors, and realtors are now wondering – will these Fed Rate Cuts stimulate the housing market? And cause more homebuyers to come back to the market? In this video, Reventure Consulting analyzes the data on home price affordability and finds that the U.S. Housing Market is a long way off from being affordable …
This chart tells me we have been getting poorer and poorer as a nation. It’s not just Covid or post covid. This economy stopped working for most people a long time ago. — Matt Williams (@MattWilliams) July 1, 2025