Independent thinking for complex markets and current events
Record 14 million homes set to flood market. There is a US record 14 million homes coming to market over the next 5 years (assuming no housing crash). With only 4.3 million households being formed — Darth Powell (@VladTheInflator) June 26, 2025 ALERT: US population growth has completely collapsed Reaching levels near 0% = NO …
Dose of reality: Congress is spending, printing, and borrowing so much that the Fed has lost its ability to “set rates.” Banks and foreign governments who buy our 10 year U.S. treasuries are demanding more than 4.5% return. BBB makes it worse. Would be a great time to #EndTheFed pic.twitter.com/5G8ZUIsn6d — Thomas Massie (@RepThomasMassie) June …
The numbers are no longer whispering. They’re screaming. The gap between what homes cost and what Americans earn has never been wider. Not in 2008. Not in 1980. Not even during the COVID frenzy. This is new territory. And it’s cracking. The median home price in the U.S. now sits at $416,900. That’s up over …
The tide has turned. After years of sellers calling the shots, the housing market has finally shifted. Berkshire Hathaway Home Services isn’t whispering it. They’re spelling it out. The market now belongs to the buyers. This isn’t a theory or a forecast. It’s already happening. Inventory has ballooned past 500,000 active listings, the highest level …
The US housing market is teetering — and buyers are running for the exits. Spooked by high mortgage rates, mounting insurance premiums, and growing fears of a shaky economy, an astonishing one in seven buyers are bailing at the last minute. In April alone, 56,000 home purchase contracts were canceled — equal to 14.3 percent …
There are 34% more sellers in the market than buyers. At no other point in records dating back to 2013 have sellers outnumbered buyers this much. In other words, it’s a buyer’s market. Redfin expects home prices to drop 1% by the end of the year as a result. Prospective buyers may see their purchasing …
Housing Vacancy has increased 28% since the second quarter of 2022. Despite the claims regarding shortages. Now at 8.2% combined vacancy rate and no sign of slowing. pic.twitter.com/G7vaInermG — Mr.Awsumb (@MrAwsumb) May 29, 2025 https://t.co/Fc03RBIPF7 pic.twitter.com/gQGpYEv08k — Michael Burry Stock Tracker ♟ (@burrytracker) May 29, 2025 The U.S. housing market is facing a dramatic shift, …
86% of Canadian home buyers who bought a home in the last 5 years are underwater after factoring in fees and taxes, and it's only going to get worse. pic.twitter.com/b0aL5BVDlV — Jon Flynn (@JonFlynnREstats) May 22, 2025 Canada isn’t just experiencing a housing market crash—it’s the inevitable collapse of a debt-fueled economy propped up by …
The median age of homebuyers has climbed to 56, marking a dramatic shift in the housing market. This is the highest recorded age for buyers, reflecting the impact of soaring home prices, high mortgage rates, and tightening inventory. Younger generations are being priced out, leaving older, wealthier buyers as the dominant force in real estate. …
Home values are sliding across the country, with Zillow reporting declines in 27 states. The latest data confirms what many homeowners feared—prices are no longer climbing at the breakneck pace seen in previous years. The housing market is shifting, and sellers are feeling the pressure. The biggest drops have been recorded in Florida, Colorado, California, …
Yes, Saylor has no shame. He is advising people to mortgage their homes to gamble on Bitcoin, an "asset" they he has already leveraged up to buy. He's advice amounts to desperation. The Bitcoin blockchain letter is running out of chain. — Peter Schiff (@PeterSchiff) May 18, 2025
Bank of America’s sitting on $700B in bonds bought at 1% yields in 2020. Those bonds are down ~40%, hiding $100B in losses. Meanwhile, the Treasury needs to refinance $9T and issue $2.5T in new debt this year. Foreign buyers like China are dumping Treasuries for gold. If Trump disrupts this debt recycling, we’re staring …
The gap between home asking and sale prices is widening: The typical home seller in the US now wants ~$38,672 more than the average buyer is willing to pay, the biggest gap on record. The median asking price hit a record $469,729 in March, or 9% more than the $431,057 median sale price, the largest …
The housing market bubble is now popping. h/t Boo_Randy_II[
Expectations for Personal Finances drop to most bearish level in history 🚨🚨 pic.twitter.com/w7G2j4cmUP — Barchart (@Barchart) April 14, 2025 The % of borrowers at least 60 days late on their car payments has reached an all-time high 🚨 pic.twitter.com/Nl1sM8jVQg — Barchart (@Barchart) April 14, 2025 60% of general admission ticket buyers at Coachella used Buy-Now-Pay-Later …
Tesla finds itself in the crosshairs once again, this time in Canada, where the government has abruptly frozen $43 million in EV rebate payments and banned the company from all future incentives. The justification? A so-called “fraud investigation” into Tesla’s record sales claims—just days before Canada’s EV rebate program was set to expire. At the …
1/ National rents are in free fall. Average asking rent fell 4.8% nationally to $2,088 in February – the 5th straight month of declines. — Shazi (@ShaziGoalie) March 20, 2025 3/ Toronto & Vancouver are no longer safe bets. 🔷 Rents for studios dropped 5-6% in both cities. 🔷 Over 20,000 new condos will hit …
https://twitter.com/leadlagreport/status/1894728492631134440 I mean he's not wrong pic.twitter.com/A6SlGzZBUs — Darth Powell (@VladTheInflator) February 26, 2025
Home delistings reached a nine-year high in December after the market was inundated with sellers but not enough buyers. An influx of housing inventory has left homeowners pulling their listings off the market at a high rate as there are not enough buyers to keep up with sellers. Home delistings in December spiked 64% from a …
The global consumer is in secular decline (with an average 10:1 spending, saving, consuming capability over low-income nation consumers) …and the global low-income nation producers will have fewer and fewer customers of means to purchase their products. Few will acknowledge that a “free-market economy” amid depopulation of consumers is incompatible with a financial system that …
Yup. So the housing markets just sits here and does nothing. No buyers no sellers because they can’t agree on an affordable price https://t.co/UFEektfCKe — QE Infinity (@StealthQE4) December 12, 2024 Annual income needed to buy a house over last 125 years. pic.twitter.com/RD57b008BQ — Nick Gerli (@nickgerli1) December 12, 2024
These buyers made a huge financial mistake and eventually they face a choice: Either suck it up and keep paying the mortgage for 30 years, get foreclosed on, or just decide to walk away from the house. People bought houses they couldn’t afford. This is how we got here. https://t.co/7xxM0rEPPp — QE Infinity (@StealthQE4) November …
The extent to which demand for existing homes has collapsed and remains collapsed is astounding, but ultimately not surprising: Demand plunged in 2022 when mortgage rates soared, and plunged a lot further in 2023 as mortgage rates continued to rise to almost 8% by October 2023. But then as mortgage rates dropped starting in November, …
The U.S. housing market is now tilting in favor of buyers, who are pushing back against the high home prices that sellers are demanding, according to Compass cofounder and CEO Robert Reffkin. He told CNBC on Wednesday that 30% of the inventory on the market has seen a price drop, which is more than anytime …
It’s the economy not rates that drive housing. No buyers despite lower rates https://t.co/0L1fac8UrK — QE Infinity (@StealthQE4) September 26, 2024 🇺🇸 US consumer confidence present situation 9-month change. In #recession territory! Chart: @MikaelSarwe pic.twitter.com/H54kkPIfbm — Alex Joosten (@joosteninvestor) September 26, 2024
by zoobazooba I just wanted to rant a bit because we just had a 3rd offer withdrawn because the buyer got “cold feet”. I’m selling an older 1960s starter home (my first house and I’m moving for work) in a market that’s been cooling down a bit, but is very affordable (most houses are under $250k). …
“As soon as mortgage rates drop demand is gonna SURGE.” I think it’s time to face facts kiddos, most of the “pent up demand” was just investors who have moved on to greener pastures. Buyers aren’t waiting for lower rates, they’re waiting for lower prices. Mortgage Rates Hit 17-Month Lows, But ‘Homebuyers Are Staying Patient’ …
by LochRiviera Why YSK: As of August 17, 2024, real estate buyers who retain a real estate licensed professional to help them tour homes or find them a house is bound to sign a buyer’s broker agreement. Nevertheless, you are not obligated or should be forced or coerced into signing a buyer’s broker agreement, in order …
#GOLD price just started to inhaling the negative tendance in US employment, which will probably induce more aggressivity of FED on rate cut. https://t.co/Bayd8BMOQj — constantin savin (@savinfamily) August 21, 2024 Chinese gold buyers are back… China issues new gold import quotas after pause after two-month pause. Several Chinese banks have been given new gold …
Home prices are being cut at the fastest pace in two years. The share of home listings that saw a price cut rose to 18.9% in July, up 3.4% from last year. Demand is cooling as buyers wait for mortgage rates to ease, Realtor.com said. Homebuyers are finally starting to see the housing market shift …