How Housing Bubble #2 Bursts

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. housing bubble will burst. The only variables are how and …

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More major ‘red flag’ housing data…

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 the Sunbelt cities. Inventory is flooding the market and there …

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The housing market just hit a breaking point. Record price to income gap. 500k more sellers than buyers. If prices fall, the spiral begins.

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 …

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Berkshire Hathaway just called it. The housing market has flipped. Buyers hold the cards. Sellers? Time to cut prices or get left behind.

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 …

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Not only labor shortages and debt surge but also housing glut and record delinquencies prove today’s crisis beats 2008 severe standards

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 in absolute terms. That means fewer workers, fewer new households, …

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Real estate investors are pulling out fast. Housing market sees 50% drop in investor purchases, 65% in Atlanta. Home values under pressure

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 has dropped 65%, signaling a major retreat from the market. …

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New home prices falling faster than last Fed rate cycle with fresh memo warning housing weakness is accelerating

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 E. Leamer pic.twitter.com/ADAw5zYC5S — Kalani o Māui (@MauiBoyMacro) June 7, …

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The Housing Crisis Unfolding: A Big Hit Expected in September 2025

Wait…..do some people not know this is a bigger worse bubble than 2008? Really? https://t.co/n0BoMr4VK8 — Darth Powell (@VladTheInflator) June 2, 2025 BREAKING 🚨: U.S. Housing Market Home Sellers are now sitting on $700 Billion worth of inventory, the largest amount ever recorded 👀 pic.twitter.com/CSW9jrLjK0 — Barchart (@Barchart) June 2, …

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NAR is completely clueless about where the housing market is headed.

LMFAO!!!!!!!!!!!!!! NAR: What’s Next for the 2025 Housing Market? November 11, 2024 https://t.co/3yI4Z3dBvl pic.twitter.com/Qnvqy0VFeT — Darth Powell (@VladTheInflator) June 2, 2025 30-Year Real Rate jumps to 2.8%, the highest level since the Global Financial Crisis 🚨🚨 pic.twitter.com/HJI1TCHrsN — Barchart (@Barchart) June 2, 2025

Housing market faces downturn, vacancies rise; We have nearly 500,000 more sellers than buyers, the most on record.

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 …

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Trump admits housing needs taxpayer bailouts to survive… FedGov forced to shoulder all housing market losses

Trump just admitted the housing market can't survive without taxpayer welfare and socialism – with all losses borne by taxpayers. When did it become FedGov's job to make housing even more unaffordable for legitimate homebuyers? byu/Boo_Randy_II inWallstreetsilver 🚨 *TRUMP SAYS HE'S 'WORKING' ON TAKING FANNIE, FREDDIE PUBLIC This is going …

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Rental markets cooling in migrant-heavy metros, starter homes see first price slip since 2020, border reversal sends quiet shock into housing demand

"We see a housing crisis coming next." "Home prices need to come down." pic.twitter.com/zHXHKIF8lm — Darth Powell (@VladTheInflator) May 27, 2025 We have the biggest gap ever between Home Prices and Mortgage Rates in 2025. Prices are 90% above the 130-year average. Meanwhile, Mortgage Rates are right around the long-term …

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Housing market set to implode: 17% missed mortgage payments, 60% struggle with debt payments.

The housing market is showing clear signs of financial strain, particularly among first-time buyers who are facing mounting difficulties keeping up with mortgage and debt payments. The numbers point to deeper issues in affordability and financial sustainability, raising concerns about whether the current trajectory is setting up for broader instability. …

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The housing market is weakening faster than last month

-Building Permits Dropped 4.7% (April to May)Building permits are a leading indicator of future construction. A 4.7% decline suggests homebuilders are pulling back due to weak demand, rising financing costs, or economic uncertainty. This is the sharpest drop in months and hints that builders are less confident about near-term sales. …

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Inventories of unsold new homes are surging. Student loan repayment fully resuming is a headwind for the housing market.

Inventories of unsold new homes are surging. 👇🏼 pic.twitter.com/AwjX2ZL4RU — Kalani o Māui (@MauiBoyMacro) May 16, 2025 Student loan repayment fully resuming is a headwind for the housing market. Rental, more than sales. The scale of the impact is staggering. Student loan forbearance gave 40 million Americans ~$500/month for 5 …

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The trends in housing are not good in 2025. Rates are high, inventories are rising, and people are getting foreclosed on.

The trends in housing are not good in 2025. Rates are high, inventories are rising, and people are getting foreclosed on. California inventories are up 40%. pic.twitter.com/qxbnXntKDT — QE Infinity (@StealthQE4) May 13, 2025 Great fucking news, US rents are falling pic.twitter.com/xPS5xZydcE — Darth Powell (@VladTheInflator) May 12, 2025 30-Year …

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