A hub for independent voices and signals
I must admit the situation is getting funny. First of all I’m not a big fan of Powell, because I think this guy has already lost a powerful game hitting 10Y/3M 1000 days in inversion beating previous 1929 record 700 …
First housing, then stocks. pic.twitter.com/7DxcZmLPfW — Kurt S. Altrichter, CRPS® (@kurtsaltrichter) July 2, 2025 Whoops… ADP job gains / losses. pic.twitter.com/NMW8j88gKd — Fibonacci Investing⚡️ (@FibonacciInves1) July 2, 2025
Zohran Mamdani: "We will slowly buy up the housing on the private market and convert properties into communes" pic.twitter.com/u7RQxaERYt — End Wokeness (@EndWokeness) July 1, 2025 Communism…with animation. https://t.co/fq4kzNVzCr — Tom Fitton (@TomFitton) July 2, 2025
The housing sector is lining up behind Trump’s flagship legislation. The “Big Beautiful Bill” cleared the Senate on July 1 and now heads back to the House, where its housing provisions are drawing full-throated support from the industry’s biggest players. …
California’s housing market is slowing in 2025, with inventory skyrocketing and home values now dropping on a month-over-month basis.
The housing market is not just cooling. It is cracking. The latest data from May 2025 shows existing home sales running at an annualized pace of 4.03 million units. That is the weakest May since 2009. It is also the …
The surface numbers are holding. The real prices are not. In Q1 2025, the median list price for a newly built home in the United States was $448,393. That is down just 0.3% from the same time last year. On …
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 …
Boomers make up 20% of the US Population They own 40% of all the houses They are dying at the fastest pace on record — Darth Powell (@VladTheInflator) June 24, 2025 check this pic.twitter.com/ubWtmGj5Y9 — Darth Powell (@VladTheInflator) June 24, …
Home prices in formerly hot pandemic markets are now starting to fall. Mortgage rates remain stubbornly high, with no sign of dropping. Prices are unlikely to drop dramatically, as there are still too few homes for sale. Rising supply and …
America’s most expensive housing market is right here in the bay area in Santa Clara county as far as large areas where people actually live. But even here the housing market is showing signs of cracking with inventory. Starting to …
Funds still underwater after 2016 bets, private equity risk eclipses public markets… – Yale is withdrawing $6 billion from private equity. But according to them, there's nothing to read into that, so they claim. – Private equity continues to …
The Federal Reserve Bank of New York just confirmed it. Total household debt hit $18.2 trillion in Q1 2025. That’s a $167 billion increase in three months. Mortgage balances alone rose by $199 billion, now sitting at $12.8 trillion. Credit …
Housing market and economic analyst, Amy Nixon, says that America is trapped in a demographic nightmare that could crash home prices and the economy, but will the ICE deportations make the crash even worse?
"We are going to discover just like we did from the 2005-2008 time period, that this perception that there is an incredible shortage of housing is simply wrong." pic.twitter.com/BGlNAraweK — Darth Powell (@VladTheInflator) June 19, 2025 we know what's going …
Authored by Charles Hugh-Smith via oftwominds, Corporate / private equity / STVR investors are all fair-weather owners of housing. Let’s indulge in some basic logic: 1. All credit-asset bubbles burst. 2. U.S. housing is a credit-asset bubble. 3. The U.S. …
Woman refused to work for 18 years so she could get her Section 8 Housing Voucher to pay for her home It was a new build home and now she owns it, paid for by taxpayers “I work with Section …
lmfao pic.twitter.com/6anSLWhWlF — Darth Powell (@VladTheInflator) June 19, 2025 According to the national Association of home builders NAHB home builders are slashing prices on new homes at the highest rate since they have been keeping track. At the same time, …
Slow moving housing cycle – but direction is clear and cyclical – RE cycles are long & slow esp when Fed refused to tighten further. — Don Johnson (@DonMiami3) June 18, 2025 Fascinating read about the growing housing bust in …
https://twitter.com/rev_cap/status/1935035951115587783
The typical U.S. homebuyer puts 15% down, essentially unchanged from 15.1% last year. FHA and VA loans are becoming more common as the housing market tilts toward buyers. Just over 15% of mortgaged homebuyers use an FHA loan, and just …
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 …
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 …
Picture 2008 again. The fear on screens. The system breaking. Now pause. The difference today is quieter and darker. The collapse arrives in data points, not alarms. Start with labor. The working‑age population between 25 and 54 is now shrinking …
Mortgage rates haven’t just drifted higher, they’ve exploded. The average 30-year mortgage rate more than doubled since 2020, hovering near 7.25% today. But this didn’t happen in a vacuum. It’s the domino effect of one number: the 10-year U.S. Treasury …
The U.S. housing market is shifting, and investors are pulling out fast. A new report reveals that real estate investor purchases have plummeted 50% from their pandemic peak, with some metro areas seeing even sharper declines. In Atlanta, investor buying …
New home prices are fairing much worse when measured by Fed rate cycles than they were during the 2004-2009 Fed rate timeline. New Memo in comments. pic.twitter.com/Za3K6Q7dys — Mr.Awsumb (@MrAwsumb) June 7, 2025 “Housing IS the business cycle” – Edward …
1) This was the highest active listing count for May since 2019, according to https://t.co/T5AunQYjfL data. This is important because it signals that sellers are now facing stiff competition to sell their homes. A marked reversal from the pandemic boom, …
0:00 Gen Z and Millenials Going Back to Renting 9:08 Shocking new Redfin Data 16:19 First time homebuyers feeling more optimistic 19:50 People are borrowing more than ever against their homes Sometimes the only way people learn things is the …
